Wingate Wealth Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 7,707 shares of DFUS stock, worth $481,070. This represents 0.48% of its overall portfolio holdings.
Number of Shares
7,707Holding current value
$481,070% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.65 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$497 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$362 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$299 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$252 Million0.09% of portfolio