Investment Advisory Group, LLC Dimensional ETF Tr U S Equity Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 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 94,277 shares of DFUS stock, worth $5.61 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
94,277
Previous 71,891
31.14%
Holding current value
$5.61 Million
Previous $4.1 Million
35.45%
% of portfolio
2.18%
Previous 1.71%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio