Penobscot Wealth Management Dimensional ETF Tr U S Equity Transaction History
Penobscot Wealth Management
- $217 Million
- Q4 2024
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 $427,516. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,519
Previous 6,519
-0.0%
Holding current value
$427,516
Previous $405,000
2.72%
% of portfolio
0.19%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
698Shares Held
144MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio