Advisory Services & Investments, LLC Dimensional ETF Tr U S Equity Transaction History
Advisory Services & Investments, LLC
- $131 Million
- Q2 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 24,330 shares of DFUS stock, worth $1.51 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
24,330
Previous 24,799
1.89%
Holding current value
$1.51 Million
Previous $1.41 Million
1.27%
% of portfolio
1.1%
Previous 1.07%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio