Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr U S Equity Transaction History
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 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 6,855 shares of DFUS stock, worth $424,255. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,855
Previous 6,855
-0.0%
Holding current value
$424,255
Previous $390,000
3.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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