Cibc Private Wealth Group, LLC Dimensional ETF Tr U S Equity Transaction History
Cibc Private Wealth Group, LLC
- $51.4 Billion
- Q2 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 8,871 shares of DFUS stock, worth $527,558. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,871
Previous 9,130
2.84%
Holding current value
$527,558
Previous $520,000
0.38%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio