Focused Wealth Management, Inc Dimensional ETF Tr U S Equity Transaction History
Focused Wealth Management, Inc
- $746 Million
- Q3 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 4,967 shares of DFUS stock, worth $321,464. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,967
Previous 4,955
0.24%
Holding current value
$321,464
Previous $291,000
5.84%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio