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 $600,171. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,092
Previous 10,092
-0.0%
Holding current value
$600,171
Previous $415,000
0.96%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio