Strategic Financial Concepts, LLC Dimensional ETF Tr U S Equity Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 32,059 shares of DFUS stock, worth $1.97 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
32,059
Previous 32,265
0.64%
Holding current value
$1.97 Million
Previous $1.84 Billion
2.62%
% of portfolio
1.1%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio