Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Equity Transaction History
Measured Wealth Private Client Group, LLC
- $283 Million
- Q2 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 16,778 shares of DFUS stock, worth $1.04 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,778
Previous 18,501
9.31%
Holding current value
$1.04 Million
Previous $1.05 Million
6.36%
% of portfolio
0.35%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio