Bwm Planning, LLC Dimensional ETF Tr U S Equity Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bwm Planning, LLC holds 19,151 shares of DFUS stock, worth $1.27 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
19,151
Previous 18,396
4.1%
Holding current value
$1.27 Million
Previous $1.14 Billion
6.7%
% of portfolio
0.53%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio