Midland Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 9,851 shares of DFUS stock, worth $633,813. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,851
Previous 9,995
1.44%
Holding current value
$633,813
Previous $588 Million
4.17%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio