Surevest, LLC Dimensional ETF Tr U S Equity Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Surevest, LLC holds 8,907 shares of DFUS stock, worth $573,076. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,907
Previous 8,907
-0.0%
Holding current value
$573,076
Previous $363,000
4.68%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio