Gradient Investments LLC Dimensional ETF Tr U S Equity Transaction History
Gradient Investments LLC
- $3.55 Billion
- Q1 2024
A detailed history of Gradient Investments LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Gradient Investments LLC holds 3,937 shares of DFUS stock, worth $236,062. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,937
Previous 3,937
-0.0%
Holding current value
$236,062
Previous $204,000
9.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio