Bwm Planning, LLC Dimensional ETF Tr U S Equity Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bwm Planning, LLC holds 18,396 shares of DFUS stock, worth $1.2 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,396Holding current value
$1.2 Million% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$571 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
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Plancorp, LLC4.96MShares$323 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio