Olio Financial Planning Dimensional ETF Tr U S Equity Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Olio Financial Planning holds 201,694 shares of DFUS stock, worth $12.9 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
201,694
Previous 200,701
0.49%
Holding current value
$12.9 Million
Previous $11.8 Million
6.21%
% of portfolio
4.7%
Previous 4.72%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$561 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$510 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$376 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$318 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$264 Million0.08% of portfolio