David Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, David Wealth Management LLC holds 180,737 shares of DFUS stock, worth $11.9 Million. This represents 9.52% of its overall portfolio holdings.
Number of Shares
180,737Holding current value
$11.9 Million% of portfolio
9.52%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
674Shares Held
138MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$577 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
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Plancorp, LLC4.96MShares$327 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio