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
- $3.55 Billion
- Q3 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 65,246 shares of DFUS stock, worth $4.18 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
65,246
Previous 65,306
0.09%
Holding current value
$4.18 Million
Previous $3.84 Million
5.59%
% of portfolio
0.11%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$561 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$510 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$376 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$318 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$264 Million0.08% of portfolio