Poinciana Advisors Group, LLC Dimensional ETF Tr U S Equity Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
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 33,352 shares of DFUS stock, worth $2.44 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
33,352
Previous 26,050
28.03%
Holding current value
$2.44 Million
Previous $1.58 Billion
41.88%
% of portfolio
2.02%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
804Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.3 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$583 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$578 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$370 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$337 Million10.8% of portfolio