Montag A & Associates Inc Dimensional ETF Tr U S Equity Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Montag A & Associates Inc holds 50,817 shares of DFUS stock, worth $3.29 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
50,817
Previous 50,720
0.19%
Holding current value
$3.29 Million
Previous $2.98 Million
5.9%
% of portfolio
0.15%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio