Shared Vision Wealth Group LLC Dimensional ETF Tr U S Equity Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 7,290 shares of DFUS stock, worth $425,517. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,290
Previous 7,290
-0.0%
Holding current value
$425,517
Previous $415 Million
3.28%
% of portfolio
0.25%
Previous 0.26%
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$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio