Global Retirement Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Global Retirement Partners, LLC holds 7,439 shares of DFUS stock, worth $470,144. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,439
Previous 7,034
5.76%
Holding current value
$470,144
Previous $413,000
11.86%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
630Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$374 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$319 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$232 Million0.23% of portfolio