Cape Investment Advisory, Inc. Dimensional ETF Tr U S Equity Transaction History
Cape Investment Advisory, Inc.
- $214 Billion
- Q1 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 6,269 shares of DFUS stock, worth $368,930. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,269
Previous 5,353
17.11%
Holding current value
$368,930
Previous $277 Million
28.75%
% of portfolio
0.17%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio