Capital Performance Advisors LLP Dimensional ETF Tr U S Equity Transaction History
Capital Performance Advisors LLP
- $261 Million
- Q2 2024
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 155,770 shares of DFUS stock, worth $9.59 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
155,770
Previous 154,858
0.59%
Holding current value
$9.59 Million
Previous $8.82 Million
3.9%
% of portfolio
3.51%
Previous 3.4%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio