Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
Tci Wealth Advisors, Inc.
- $1.01 Billion
- Q2 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,316,163 shares of DFUS stock, worth $135 Million. This represents 13.52% of its overall portfolio holdings.
Number of Shares
2,316,163
Previous 2,276,910
1.72%
Holding current value
$135 Million
Previous $130 Million
5.06%
% of portfolio
13.52%
Previous 13.37%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio