Private Trust CO Na Dimensional ETF Tr U S Equity Transaction History
Private Trust CO Na
- $905 Million
- Q2 2024
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Private Trust CO Na holds 8,114 shares of DFUS stock, worth $503,311. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,114
Previous 5,350
51.66%
Holding current value
$503,311
Previous $304,000
56.91%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$363 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$228 Million0.23% of portfolio