Naples Global Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Naples Global Advisors, LLC
- $985 Million
- Q2 2024
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Naples Global Advisors, LLC holds 13,152 shares of DFUS stock, worth $778,992. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,152
Previous 13,116
0.27%
Holding current value
$778,992
Previous $747,000
3.48%
% of portfolio
0.08%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
606Shares Held
118MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$453 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$355 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$303 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$249 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio