Dodds Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Dodds Wealth, LLC
- $246 Billion
- Q1 2024
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Dodds Wealth, LLC holds 29,636 shares of DFUS stock, worth $1.74 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
29,636
Previous 21,668
36.77%
Holding current value
$1.74 Million
Previous $1.12 Billion
50.36%
% of portfolio
0.69%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio