Captrust Financial Advisors Dimensional ETF Tr U S Equity Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Captrust Financial Advisors holds 176,827 shares of DFUS stock, worth $10.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
176,827
Previous 176,678
0.08%
Holding current value
$10.9 Million
Previous $10.1 Million
3.37%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares 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