Financial Insights, Inc. Dimensional ETF Tr U S Equity Transaction History
Financial Insights, Inc.
- $357 Million
- Q2 2024
A detailed history of Financial Insights, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Financial Insights, Inc. holds 4,536 shares of DFUS stock, worth $269,755. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,536
Previous 4,536
-0.0%
Holding current value
$269,755
Previous $258,000
3.1%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio