Creative One Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Creative One Wealth, LLC holds 28,895 shares of DFUS stock, worth $1.87 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
28,895
Previous 30,666
5.78%
Holding current value
$1.87 Million
Previous $1.81 Million
0.44%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio