Colony Family Offices, LLC Dimensional ETF Tr U S Equity Transaction History
Colony Family Offices, LLC
- $287 Million
- Q1 2025
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Colony Family Offices, LLC holds 960,373 shares of DFUS stock, worth $57.6 Million. This represents 20.25% of its overall portfolio holdings.
Number of Shares
960,373
Previous 982,327
2.23%
Holding current value
$57.6 Million
Previous $62.7 Million
7.31%
% of portfolio
20.25%
Previous 21.33%
Shares
16 transactions
Others Institutions Holding DFUS
# of Institutions
744Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$348 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio