Carlson Capital Management Dimensional ETF Tr U S Equity Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Carlson Capital Management holds 4,432 shares of DFUS stock, worth $272,833. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,432
Previous 4,432
-0.0%
Holding current value
$272,833
Previous $252,000
3.17%
% of portfolio
0.02%
Previous 0.02%
Shares
8 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