Creative One Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 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 30,666 shares of DFUS stock, worth $1.89 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,666
Previous 40,759
24.76%
Holding current value
$1.89 Million
Previous $2.32 Million
22.27%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio