Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Equity Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 65,306 shares of DFUS stock, worth $4.06 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
65,306
Previous 65,306
-0.0%
Holding current value
$4.06 Million
Previous $3.72 Million
3.28%
% of portfolio
0.11%
Previous 0.11%
Shares
10 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