Retirement Planning Group Dimensional ETF Tr U S Equity Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Retirement Planning Group holds 44,748 shares of DFUS stock, worth $2.78 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
44,748
Previous 36,289
23.31%
Holding current value
$2.78 Million
Previous $2.14 Million
30.35%
% of portfolio
0.18%
Previous 0.15%
Shares
10 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