Bull Oak Capital, LLC Dimensional ETF Tr U S Equity Transaction History
Bull Oak Capital, LLC
- $149 Million
- Q1 2024
A detailed history of Bull Oak Capital, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bull Oak Capital, LLC holds 4,448 shares of DFUS stock, worth $266,924. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,448
Previous 4,453
0.11%
Holding current value
$266,924
Previous $230,000
10.0%
% of portfolio
0.17%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$360 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$228 Million0.61% of portfolio