Client 1 St Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History
Client 1 St Advisory Group, LLC
- $253 Million
- Q1 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 3,476 shares of DFUS stock, worth $224,619. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,476
Previous 6,951
49.99%
Holding current value
$224,619
Previous $443,000
52.6%
% of portfolio
0.08%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio