Olio Financial Planning Dimensional ETF Tr U S Equity Transaction History
Olio Financial Planning
- $250 Million
- Q2 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 200,701 shares of DFUS stock, worth $11.9 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
200,701
Previous 201,694
0.49%
Holding current value
$11.9 Million
Previous $11.5 Million
2.78%
% of portfolio
4.72%
Previous 4.6%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
605Shares 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