Align Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Align Wealth Management, LLC holds 72,841 shares of DFUS stock, worth $4.56 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
72,841Holding current value
$4.56 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
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Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
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Envestnet Asset Management Inc4.12MShares$258 Million0.08% of portfolio
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Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio