1900 Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
1900 Wealth Management LLC
- $1.05 Billion
- Q1 2024
A detailed history of 1900 Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, 1900 Wealth Management LLC holds 781,944 shares of DFUS stock, worth $46 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
781,944
Previous 788,951
0.89%
Holding current value
$46 Million
Previous $40.9 Million
8.96%
% of portfolio
4.23%
Previous 3.82%
Shares
12 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