Olio Financial Planning Dimensional ETF Tr U S Equity Transaction History
Olio Financial Planning
- $317 Million
- Q2 2025
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 809,909 shares of DFUS stock, worth $56.7 Million. This represents 17.15% of its overall portfolio holdings.
Number of Shares
809,909
Previous 760,383
6.51%
Holding current value
$56.7 Million
Previous $45.7 Million
18.7%
% of portfolio
17.15%
Previous 15.88%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
798Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.16 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$557 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$553 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$354 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$322 Million10.8% of portfolio