Coston, Mc Isaac & Partners Dimensional ETF Tr U S Equity Transaction History
Coston, Mc Isaac & Partners
- $288 Million
- Q1 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 72,535 shares of DFUS stock, worth $4.64 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
72,535
Previous 49,053
47.87%
Holding current value
$4.64 Million
Previous $3.13 Million
40.17%
% of portfolio
1.52%
Previous 1.11%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.72 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$509 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$330 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$301 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$245 Million0.08% of portfolio