O'Shaughnessy Asset Management, LLC Dimensional ETF Tr U S Equity Transaction History
O'Shaughnessy Asset Management, LLC
- $8.9 Billion
- Q1 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 14,369 shares of DFUS stock, worth $861,565. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,369
Previous 12,971
10.78%
Holding current value
$861,565
Previous $672,000
21.73%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio