Northern Financial Advisors Inc Dimensional ETF Tr U S Equity Transaction History
Northern Financial Advisors Inc
- $125 Billion
- Q2 2024
A detailed history of Northern Financial Advisors Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Northern Financial Advisors Inc holds 4,737 shares of DFUS stock, worth $291,609. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,737
Previous 4,732
0.11%
Holding current value
$291,609
Previous $270 Million
3.4%
% of portfolio
0.22%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
624Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio