Bernardo Wealth Planning LLC Dimensional ETF Tr U S Equity Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 12,582 shares of DFUS stock, worth $809,777. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,582
Previous 4,384
187.0%
Holding current value
$809,777
Previous $257,000
209.34%
% of portfolio
0.19%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio