Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Investment Advisory Group, LLC holds 115,356 shares of DFUS stock, worth $7.16 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
115,356
Previous 94,277
22.36%
Holding current value
$7.16 Million
Previous $5.55 Million
29.33%
% of portfolio
2.54%
Previous 2.18%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$363 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$228 Million0.23% of portfolio