Poinciana Advisors Group, LLC Dimensional ETF Tr U S Equity Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 26,050 shares of DFUS stock, worth $1.65 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
26,050
Previous 14,942
74.34%
Holding current value
$1.65 Million
Previous $953 Million
65.4%
% of portfolio
1.63%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
760Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.69 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$326 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$298 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$243 Million0.08% of portfolio