Alliance Wealth Management Group Dimensional ETF Tr U S Equity Transaction History
Alliance Wealth Management Group
- $347 Million
- Q1 2024
A detailed history of Alliance Wealth Management Group transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Alliance Wealth Management Group holds 5,721 shares of DFUS stock, worth $343,031. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,721
Previous 9,863
42.0%
Holding current value
$343,031
Previous $511,000
36.4%
% of portfolio
0.09%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio