Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History
Focused Wealth Management, Inc
- $742 Million
- Q4 2024
A detailed history of Focused Wealth Management, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Focused Wealth Management, Inc holds 4,985 shares of DFUS stock, worth $328,561. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,985
Previous 4,967
0.36%
Holding current value
$328,561
Previous $308,000
2.92%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
674Shares Held
138MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$577 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$327 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio