Walden Wealth Partners LLC Dimensional ETF Tr U S Equity Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Walden Wealth Partners LLC holds 169,322 shares of DFUS stock, worth $9.82 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
169,322
Previous 165,758
2.15%
Holding current value
$9.82 Million
Previous $9.26 Billion
7.64%
% of portfolio
5.56%
Previous 5.37%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
738Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.53 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$462 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$337 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$278 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$234 Million0.09% of portfolio