Ml & R Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 2,216,646 shares of DFUS stock, worth $134 Million. This represents 29.05% of its overall portfolio holdings.
Number of Shares
2,216,646
Previous 2,342,210
5.36%
Holding current value
$134 Million
Previous $121 Million
4.04%
% of portfolio
29.05%
Previous 27.49%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
598Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$464 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$363 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$310 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$255 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$230 Million0.61% of portfolio