Colony Family Offices, LLC Dimensional ETF Tr U S Equity Transaction History
Colony Family Offices, LLC
- $294 Million
- Q4 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 982,327 shares of DFUS stock, worth $63.3 Million. This represents 21.33% of its overall portfolio holdings.
Number of Shares
982,327
Previous 975,320
0.72%
Holding current value
$63.3 Million
Previous $60.7 Million
3.29%
% of portfolio
21.33%
Previous 20.48%
Shares
15 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.7 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$513 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$374 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$309 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$260 Million0.09% of portfolio