Brogan Financial, Inc. Dimensional ETF Tr U S Equity Transaction History
Brogan Financial, Inc.
- $151 Billion
- Q1 2024
A detailed history of Brogan Financial, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Brogan Financial, Inc. holds 9,375 shares of DFUS stock, worth $551,718. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,375
Previous 9,356
0.2%
Holding current value
$551,718
Previous $485 Million
10.16%
% of portfolio
0.35%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio