Compass Ion Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 12,738 shares of DFUS stock, worth $922,231. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,738
Previous 12,703
0.28%
Holding current value
$922,231
Previous $768,000
11.07%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
807Shares Held
198MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.27 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$576 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$572 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$366 Million19.78% of portfolio
-
Plancorp, LLC4.57MShares$331 Million10.66% of portfolio