Shared Vision Wealth Group LLC Dimensional ETF Tr U S Equity Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 7,290 shares of DFUS stock, worth $476,620. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,290
Previous 7,290
-0.0%
Holding current value
$476,620
Previous $429 Million
5.69%
% of portfolio
0.24%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio