Proathlete Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Proathlete Wealth Management LLC
- $211 Billion
- Q2 2024
A detailed history of Proathlete Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Proathlete Wealth Management LLC holds 3,715 shares of DFUS stock, worth $230,850. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,715
Previous 3,705
0.27%
Holding current value
$230,850
Previous $211 Million
3.57%
% of portfolio
0.1%
Previous 0.11%
Shares
2 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