Market Street Wealth Management Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 27,268 shares of DFUS stock, worth $1.69 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,268
Previous 27,268
-0.0%
Holding current value
$1.69 Million
Previous $1.7 Million
2.54%
% of portfolio
0.32%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
727Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.63 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$359 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$296 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$250 Million0.09% of portfolio