Strategic Wealth Partners, Ltd. Dimensional ETF Tr U S Equity Transaction History
Strategic Wealth Partners, Ltd.
- $892 Million
- Q1 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,502 shares of DFUS stock, worth $334,631. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,502
Previous 6,275
12.32%
Holding current value
$334,631
Previous $325,000
3.69%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$226 Million0.23% of portfolio