Williams & Novak, LLC Dimensional ETF Tr U S Equity Transaction History
Williams & Novak, LLC
- $107 Billion
- Q2 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Williams & Novak, LLC holds 6,909 shares of DFUS stock, worth $419,859. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,909Holding current value
$419,859% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
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Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.71MShares$225 Million0.23% of portfolio