Capital Performance Advisors LLP Dimensional ETF Tr U S Equity Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 2025
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Capital Performance Advisors LLP holds 169,217 shares of DFUS stock, worth $11.5 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
169,217
Previous 165,033
2.54%
Holding current value
$11.5 Million
Previous $10.5 Million
2.78%
% of portfolio
2.28%
Previous 3.39%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
767Shares Held
184MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.89 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$541 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$351 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$320 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$261 Million0.08% of portfolio