Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr U S Equity Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$115 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$46.48 - $49.7 $247,273 - $264,404	-5,320 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$45.75 - $47.12 $243,390 - $250,678	5,320 New	5,320 $251,000

Others Institutions Holding DFUS

# of Institutions

746

Shares Held

163M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

26.4M
Shares

$1.58 Billion
2.38% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$477 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.16M
Shares

$309 Million
20.01% of portfolio
Plancorp, LLC

4.79M
Shares

$287 Million
12.62% of portfolio
Envestnet Asset Management Inc

3.84M
Shares

$230 Million
0.08% of portfolio

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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