Strategic Wealth Partners, Ltd. Dimensional ETF Tr U S Equity Transaction History
Strategic Wealth Partners, Ltd.
- $947 Million
- Q3 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,502 shares of DFUS stock, worth $356,749. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,502
Previous 5,502
-0.0%
Holding current value
$356,749
Previous $323,000
5.88%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
644Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$568 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$516 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$380 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$322 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio