Stonebrook Private Inc. Dimensional ETF Tr U S Equity Transaction History
Stonebrook Private Inc.
- $348 Billion
- Q2 2024
A detailed history of Stonebrook Private Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Stonebrook Private Inc. holds 56,917 shares of DFUS stock, worth $3.5 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
56,917
Previous 123,733
54.0%
Holding current value
$3.5 Million
Previous $7.05 Billion
52.49%
% of portfolio
0.96%
Previous 2.06%
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$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio