Mason & Associates Inc Dimensional ETF Tr U S Equity Transaction History
Mason & Associates Inc
- $367 Million
- Q1 2024
A detailed history of Mason & Associates Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Mason & Associates Inc holds 558,777 shares of DFUS stock, worth $32.2 Million. This represents 8.67% of its overall portfolio holdings.
Number of Shares
558,777
Previous 961,581
41.89%
Holding current value
$32.2 Million
Previous $49.8 Million
36.12%
% of portfolio
8.67%
Previous 14.65%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
594Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$441 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$345 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$295 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$242 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$219 Million0.61% of portfolio