Bt Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bt Wealth Management LLC holds 10,092 shares of DFUS stock, worth $654,365. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,092
Previous 10,092
-0.0%
Holding current value
$654,365
Previous $415,000
0.96%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$568 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$516 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$380 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$322 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio