Asset Dedication, LLC Dimensional ETF Tr U S Equity Transaction History
Asset Dedication, LLC
- $1.43 Billion
- Q2 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Asset Dedication, LLC holds 492,062 shares of DFUS stock, worth $28.7 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
492,062
Previous 451,762
8.92%
Holding current value
$28.7 Million
Previous $25.7 Million
12.48%
% of portfolio
2.03%
Previous 1.92%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio