Drive Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Drive Wealth Management, LLC holds 22,773 shares of DFUS stock, worth $1.42 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,773
Previous 24,530
7.16%
Holding current value
$1.42 Million
Previous $1.4 Million
4.08%
% of portfolio
0.37%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio