Squire Investment Management Company, LLC Dimensional ETF Tr U S Equity Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 36,248 shares of DFUS stock, worth $2.37 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
36,248
Previous 33,102
9.5%
Holding current value
$2.37 Million
Previous $1.95 Billion
15.74%
% of portfolio
1.07%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
641Shares Held
124MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$329 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$239 Million0.23% of portfolio