Cape Investment Advisory, Inc. Dimensional ETF Tr U S Equity Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 6,724 shares of DFUS stock, worth $416,148. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,724
Previous 6,269
7.26%
Holding current value
$416,148
Previous $357 Million
10.78%
% of portfolio
0.18%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio