Dbk Financial Counsel, LLC Dimensional ETF Tr U S Equity Transaction History
Dbk Financial Counsel, LLC
- $90.1 Million
- Q2 2024
A detailed history of Dbk Financial Counsel, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 36,915 shares of DFUS stock, worth $2.2 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
36,915
Previous 38,135
3.2%
Holding current value
$2.2 Million
Previous $2.17 Million
-0.0%
% of portfolio
2.41%
Previous 2.32%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio