Cfs Investment Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History
Cfs Investment Advisory Services, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 104,438 shares of DFUS stock, worth $6.64 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
104,438
Previous 105,915
1.39%
Holding current value
$6.64 Million
Previous $6.23 Million
4.32%
% of portfolio
0.55%
Previous 0.5%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$557 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$506 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$373 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$316 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$262 Million0.08% of portfolio