Klingman & Associates, LLC Dimensional ETF Tr U S Equity Transaction History
Klingman & Associates, LLC
- $1.63 Billion
- Q1 2025
A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Klingman & Associates, LLC holds 11,724 shares of DFUS stock, worth $782,342. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,724
Previous 11,724
-0.0%
Holding current value
$782,342
Previous $747,000
5.09%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
762Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.84 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$531 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$344 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$314 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$256 Million0.08% of portfolio