R. W. Roge & Company, Inc. Dimensional ETF Tr U S Equity Transaction History
R. W. Roge & Company, Inc.
- $187 Million
- Q3 2024
A detailed history of R. W. Roge & Company, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 7,302 shares of DFUS stock, worth $469,810. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,302
Previous 7,342
0.54%
Holding current value
$469,810
Previous $432,000
5.09%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio