Diversified Portfolios, Inc. Dimensional ETF Tr U S Equity Transaction History
Diversified Portfolios, Inc.
- $855 Million
- Q2 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 12,353 shares of DFUS stock, worth $764,527. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,353
Previous 12,353
-0.0%
Holding current value
$764,527
Previous $703,000
3.27%
% of portfolio
0.08%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio