Innovative Wealth Building LLC Dimensional ETF Tr U S Equity Transaction History
Innovative Wealth Building LLC
- $121 Billion
- Q2 2025
A detailed history of Innovative Wealth Building LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Innovative Wealth Building LLC holds 97,411 shares of DFUS stock, worth $6.73 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
97,411
Previous 109,855
11.33%
Holding current value
$6.73 Million
Previous $6.64 Billion
1.74%
% of portfolio
5.41%
Previous 6.12%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
788Shares Held
193MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.94 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$550 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$546 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$349 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$318 Million10.8% of portfolio