Frg Family Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 4,993 shares of DFUS stock, worth $322,997. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,993
Previous 4,993
-0.0%
Holding current value
$322,997
Previous $293,000
5.8%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 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$266 Million0.08% of portfolio