Frg Family Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Frg Family Wealth Advisors LLC
- $500 Million
- Q1 2025
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 $315,557. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,993
Previous 4,993
-0.0%
Holding current value
$315,557
Previous $318,000
5.35%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
759Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.69 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$326 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$298 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$243 Million0.08% of portfolio