Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History
Focused Wealth Management, Inc
- $737 Million
- Q1 2025
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 4,996 shares of DFUS stock, worth $322,841. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,996
Previous 4,985
0.22%
Holding current value
$322,841
Previous $317,000
4.73%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
762Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio