Colony Family Offices, LLC Dimensional ETF Tr U S Equity Transaction History
Colony Family Offices, LLC
- $265 Million
- Q1 2024
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 951,907 shares of DFUS stock, worth $57.1 Million. This represents 20.49% of its overall portfolio holdings.
Number of Shares
951,907
Previous 940,708
1.19%
Holding current value
$57.1 Million
Previous $48.8 Million
11.25%
% of portfolio
20.49%
Previous 19.84%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio