Evanson Asset Management, LLC Dimensional ETF Tr U S Equity Transaction History
Evanson Asset Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Evanson Asset Management, LLC holds 954,529 shares of DFUS stock, worth $55.7 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
954,529
Previous 957,840
0.35%
Holding current value
$55.7 Million
Previous $54.6 Million
2.93%
% of portfolio
4.44%
Previous 4.35%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio