Delap Wealth Advisory, LLC Dimensional ETF Tr U S Equity Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 4,508 shares of DFUS stock, worth $290,450. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,508
Previous 4,508
-0.0%
Holding current value
$290,450
Previous $280 Million
2.49%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.7 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$513 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$374 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$309 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$260 Million0.09% of portfolio