21 West Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, 21 West Wealth Management LLC holds 38,803 shares of DFUS stock, worth $2.81 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
38,803
Previous 35,284
9.97%
Holding current value
$2.81 Million
Previous $2.36 Billion
18.87%
% of portfolio
2.67%
Previous 2.39%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
807Shares Held
198MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.27 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$576 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$572 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$366 Million19.78% of portfolio
-
Plancorp, LLC4.57MShares$331 Million10.66% of portfolio