Bwm Planning, LLC Dimensional ETF Tr U S Equity Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 18,396 shares of DFUS stock, worth $1.16 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

18,396

Holding current value

$1.16 Million

% of portfolio

0.51%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$56.04 - $62.2 $1.03 Million - $1.14 Million	18,396 New	18,396 $1.14 Billion

Others Institutions Holding DFUS

# of Institutions

630

Shares Held

122M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$503 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.92M
Shares

$374 Million
20.2% of portfolio
Plancorp, LLC

5.04M
Shares

$319 Million
12.91% of portfolio
Envestnet Asset Management Inc

4.15M
Shares

$262 Million
0.09% of portfolio
Creative Planning Overland Park, KS

3.67M
Shares

$232 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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