Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Equity Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 2024
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 $882,177. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,637
Previous 13,637
-0.0%
Holding current value
$882,177
Previous $802,000
5.74%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio