Allworth Financial LP Dimensional ETF Tr U S Equity Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Allworth Financial LP holds 127,375 shares of DFUS stock, worth $7.88 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
127,375
Previous 54,399
134.15%
Holding current value
$7.88 Million
Previous $3.1 Million
141.88%
% of portfolio
0.05%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio