Essential Planning, Llc. Dimensional ETF Tr U S Equity Transaction History
Essential Planning, Llc.
- $209 Million
- Q1 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 6,730 shares of DFUS stock, worth $399,762. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,730
Previous 6,730
-0.0%
Holding current value
$399,762
Previous $348,000
10.06%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$455 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$356 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$304 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio