Wetherby Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History
Wetherby Asset Management Inc
- $2.38 Billion
- Q3 2025
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 $2.94 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
65,323
Previous 65,323
-0.0%
Holding current value
$2.94 Million
Previous $2.76 Million
5.72%
% of portfolio
0.12%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio