Advisory Services & Investments, LLC Dimensional ETF Tr U S Equity Transaction History
Advisory Services & Investments, LLC
- $131 Million
- Q3 2024
A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 22,923 shares of DFUS stock, worth $1.47 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
22,923
Previous 24,330
5.78%
Holding current value
$1.47 Million
Previous $1.43 Million
0.42%
% of portfolio
1.09%
Previous 1.1%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio