Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,635 shares of DFUS stock, worth $217,954. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,635Holding current value
$217,954% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
746Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
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Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
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Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio