Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Lauterbach Financial Advisors, LLC
- $145 Million
- Q1 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 44,975 shares of DFUS stock, worth $2.73 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
44,975
Previous 49,873
9.82%
Holding current value
$2.73 Million
Previous $2.58 Million
0.85%
% of portfolio
1.77%
Previous 1.89%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
598Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$464 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$363 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$310 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$255 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$230 Million0.61% of portfolio