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 $591,333. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$591,333
Previous $528,000
5.68%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$576 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$386 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$327 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$271 Million0.08% of portfolio