Cfs Investment Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 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 105,915 shares of DFUS stock, worth $6.56 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
105,915
Previous 105,384
0.5%
Holding current value
$6.56 Million
Previous $6.01 Million
3.7%
% of portfolio
0.5%
Previous 1.01%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio