Independent Wealth Network Inc. Dimensional ETF Tr U S Equity Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
A detailed history of Independent Wealth Network Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Independent Wealth Network Inc. holds 58,058 shares of DFUS stock, worth $3.74 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
58,058
Previous 54,076
7.36%
Holding current value
$3.74 Million
Previous $3.18 Million
13.48%
% of portfolio
1.65%
Previous 1.53%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio