Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Equity Transaction History
Clifford Swan Investment Counsel LLC
- $2.61 Billion
- Q1 2025
A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 13,637 shares of DFUS stock, worth $861,858. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,637
Previous 13,637
-0.0%
Holding current value
$861,858
Previous $869,000
5.18%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
759Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.69 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$326 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$298 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$243 Million0.08% of portfolio