Berger Financial Group, Inc Dimensional ETF Tr U S Equity Transaction History
Berger Financial Group, Inc
- $1.08 Billion
- Q2 2024
A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Berger Financial Group, Inc holds 22,470 shares of DFUS stock, worth $1.39 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
22,470
Previous 16,852
33.34%
Holding current value
$1.39 Million
Previous $960,000
37.71%
% of portfolio
0.12%
Previous 0.09%
Shares
2 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