J.W. Cole Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 18,375 shares of DFUS stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,375
Previous 19,843
7.4%
Holding current value
$1.13 Million
Previous $1.13 Million
4.34%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$365 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$229 Million0.23% of portfolio