Client 1 St Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 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 $253,018. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,476
Previous 3,476
-0.0%
Holding current value
$253,018
Previous $210,000
10.48%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
802Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.28 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$579 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$575 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$368 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$334 Million10.8% of portfolio