Essential Planning, Llc. Dimensional ETF Tr U S Equity Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Essential Planning, Llc. holds 535,720 shares of DFUS stock, worth $33.1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
535,720
Previous 8,246
6396.73%
Holding current value
$33.1 Million
Previous $512,000
6574.41%
% of portfolio
0.23%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
727Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.63 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$359 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$296 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$250 Million0.09% of portfolio