Black Diamond Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History
Black Diamond Wealth Management Inc.
- $135 Million
- Q3 2024
A detailed history of Black Diamond Wealth Management Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,677 shares of DFUS stock, worth $237,975. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,677
Previous 3,830
3.99%
Holding current value
$237,975
Previous $225,000
1.33%
% of portfolio
0.17%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio