Wetherby Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wetherby Asset Management Inc holds 65,323 shares of DFUV stock, worth $2.67 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
65,323
Previous 65,323
-0.0%
Holding current value
$2.67 Million
Previous $2.72 Million
1.84%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio