Certified Advisory Corp Dimensional ETF Tr U S Equity Transaction History
Certified Advisory Corp
- $698 Million
- Q1 2024
A detailed history of Certified Advisory Corp transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Certified Advisory Corp holds 102,443 shares of DFUS stock, worth $6.14 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
102,443
Previous 110,434
7.24%
Holding current value
$6.14 Million
Previous $5.72 Million
1.99%
% of portfolio
0.84%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio