Signature Wealth Management Group Dimensional ETF Tr U S Equity Transaction History
Signature Wealth Management Group
- $244 Million
- Q1 2025
A detailed history of Signature Wealth Management Group transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Signature Wealth Management Group holds 5,764 shares of DFUS stock, worth $372,469. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,764
Previous 3,173
81.66%
Holding current value
$372,469
Previous $202,000
72.28%
% of portfolio
0.14%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio