Leo Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Leo Wealth, LLC holds 14,177 shares of DFUS stock, worth $935,540. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,177
Previous 15,005
5.52%
Holding current value
$935,540
Previous $933 Million
3.16%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
682Shares Held
141MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$578 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$525 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$328 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio