Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 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 59,425 shares of DFUS stock, worth $3.87 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
59,425
Previous 49,570
19.88%
Holding current value
$3.87 Million
Previous $2.92 Million
26.71%
% of portfolio
2.36%
Previous 2.02%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
657Shares Held
135MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$571 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$324 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio