Strategic Wealth Advisors Group, LLC Dimensional ETF Tr U S Equity Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 22,165 shares of DFUS stock, worth $1.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,165
Previous 24,466
9.4%
Holding current value
$1.37 Million
Previous $1.02 Million
16.02%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio