Align Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Align Wealth Management, LLC holds 72,841 shares of DFUS stock, worth $4.53 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
72,841Holding current value
$4.53 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio