Dynamic Advisor Solutions LLC Dimensional ETF Tr U S Equity Transaction History
Dynamic Advisor Solutions LLC
- $2.92 Billion
- Q1 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 433,416 shares of DFUS stock, worth $25.5 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
433,416
Previous 406,893
6.52%
Holding current value
$25.5 Million
Previous $21.1 Million
17.1%
% of portfolio
0.85%
Previous 0.78%
Shares
12 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