Poinciana Advisors Group, LLC Dimensional ETF Tr U S Equity Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 14,942 shares of DFUS stock, worth $979,896. This represents 0.97% of its overall portfolio holdings.
Number of Shares
14,942Holding current value
$979,896% of portfolio
0.97%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
698Shares Held
144MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
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Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio