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

Kerntke Otto Mc Glone Wealth Management Group

$125 Million
Q2 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

788

Shares Held

195M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

42.6M
Shares

$2.93 Billion
3.81% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$547 Million
5.21% of portfolio
Maseco LLP London,

7.9M
Shares

$543 Million
20.12% of portfolio
Index Fund Advisors, Inc.

5.05M
Shares

$347 Million
19.78% of portfolio
Plancorp, LLC

4.6M
Shares

$316 Million
10.8% of portfolio

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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