Penobscot Wealth Management Dimensional ETF Tr U S Equity Transaction History
Penobscot Wealth Management
- $201 Million
- Q1 2025
A detailed history of Penobscot Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Penobscot Wealth Management holds 6,519 shares of DFUS stock, worth $421,257. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,519
Previous 6,519
-0.0%
Holding current value
$421,257
Previous $416,000
5.29%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio