Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr U S Equity Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 26,993 shares of DFUS stock, worth $1.75 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
26,993
Previous 27,070
0.28%
Holding current value
$1.75 Million
Previous $1.54 Billion
2.99%
% of portfolio
0.61%
Previous 0.63%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio