Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr U S Equity Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 264,822 shares of DFUS stock, worth $15.9 Million. This represents 9.97% of its overall portfolio holdings.
Number of Shares
264,822
Previous 260,129
1.8%
Holding current value
$15.9 Million
Previous $16.2 Million
4.4%
% of portfolio
9.97%
Previous 9.56%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio