Delap Wealth Advisory, LLC Dimensional ETF Tr U S Equity Transaction History
Delap Wealth Advisory, LLC
- $217 Billion
- Q2 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 9,016 shares of DFUS stock, worth $548,353. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,016
Previous 4,508
100.0%
Holding current value
$548,353
Previous $257 Million
106.56%
% of portfolio
0.24%
Previous 0.1%
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$226 Million0.23% of portfolio