Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr U S Equity Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.25 Billion
- Q3 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 6,705 shares of DFUS stock, worth $440,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,705
Previous 6,855
2.19%
Holding current value
$440,183
Previous $403,000
3.47%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio