Innovative Wealth Building LLC Dimensional ETF Tr U S Equity Transaction History
Innovative Wealth Building LLC
- $109 Billion
- Q1 2025
A detailed history of Innovative Wealth Building LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Innovative Wealth Building LLC holds 109,855 shares of DFUS stock, worth $6.55 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
109,855
Previous 112,937
2.73%
Holding current value
$6.55 Million
Previous $7.2 Billion
7.72%
% of portfolio
6.12%
Previous 6.51%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
742Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.57 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$474 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$346 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$285 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$241 Million0.09% of portfolio