Ae Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ae Wealth Management LLC holds 23,720 shares of DFUS stock, worth $1.54 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,720
Previous 24,805
4.37%
Holding current value
$1.54 Million
Previous $1.46 Million
1.1%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio