Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q4 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 64,044 shares of DFUS stock, worth $3.84 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
64,044
Previous 59,425
7.77%
Holding current value
$3.84 Million
Previous $3.7 Million
10.52%
% of portfolio
2.6%
Previous 2.36%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
746Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio