Lakeshore Financial Planning, Inc. Dimensional ETF Tr U S Equity Transaction History
Lakeshore Financial Planning, Inc.
- $227 Billion
- Q3 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 22,201 shares of DFUS stock, worth $1.43 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
22,201
Previous 20,850
6.48%
Holding current value
$1.43 Million
Previous $1.23 Billion
12.54%
% of portfolio
0.61%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio