Dowling & Yahnke LLC Dimensional ETF Tr U S Equity Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,245,917 shares of DFUS stock, worth $72.3 Million. This represents 22.52% of its overall portfolio holdings.
Number of Shares
1,245,917
Previous 1,231,898
1.14%
Holding current value
$72.3 Million
Previous $50.2 Million
3.65%
% of portfolio
22.52%
Previous 2.36%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
741Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.53 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$462 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$337 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$278 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$234 Million0.09% of portfolio