Leo Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Leo Wealth, LLC holds 14,967 shares of DFUS stock, worth $909,544. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,967
Previous 14,926
0.27%
Holding current value
$909,544
Previous $850 Million
3.56%
% of portfolio
0.09%
Previous 0.09%
Shares
3 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$225 Million0.23% of portfolio