Madrona Financial Services, LLC Dimensional ETF Tr U S Equity Transaction History
Madrona Financial Services, LLC
- $312 Million
- Q2 2024
A detailed history of Madrona Financial Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Madrona Financial Services, LLC holds 8,547 shares of DFUS stock, worth $501,879. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,547
Previous 10,052
14.97%
Holding current value
$501,879
Previous $572,000
12.24%
% of portfolio
0.16%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
605Shares Held
118MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$450 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$352 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio