Essential Planning, Llc. Dimensional ETF Tr U S Equity Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Essential Planning, Llc. holds 8,246 shares of DFUS stock, worth $507,623. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,246
Previous 6,730
22.53%
Holding current value
$507,623
Previous $383,000
26.63%
% of portfolio
0.21%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio