Private Capital Management LLC Dimensional ETF Tr U S Equity Transaction History
Private Capital Management LLC
- $538 Million
- Q2 2024
A detailed history of Private Capital Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Private Capital Management LLC holds 1,341,837 shares of DFUS stock, worth $78.3 Million. This represents 14.67% of its overall portfolio holdings.
Number of Shares
1,341,837
Previous 642,597
108.81%
Holding current value
$78.3 Million
Previous $36.6 Million
115.67%
% of portfolio
14.67%
Previous 7.37%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio