Rowland & CO Investment Counsel Dimensional ETF Tr U S Equity Transaction History
Rowland & CO Investment Counsel
- $455 Million
- Q2 2024
A detailed history of Rowland & CO Investment Counsel transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Rowland & CO Investment Counsel holds 3,370 shares of DFUS stock, worth $200,413. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,370
Previous 3,370
-0.0%
Holding current value
$200,413
Previous $192,000
3.13%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio