Litman Gregory Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 8,980 shares of DFUS stock, worth $557,029. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$557,029
Previous $528,000
5.68%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$363 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$228 Million0.23% of portfolio