Tcp Asset Management, LLC Dimensional ETF Tr U S Equity Transaction History
Tcp Asset Management, LLC
- $353 Million
- Q1 2024
A detailed history of Tcp Asset Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Tcp Asset Management, LLC holds 404,053 shares of DFUS stock, worth $23.8 Million. This represents 6.53% of its overall portfolio holdings.
Number of Shares
404,053
Previous 327,487
23.38%
Holding current value
$23.8 Million
Previous $17 Million
35.64%
% of portfolio
6.53%
Previous 6.57%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$451 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$353 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$301 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$247 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$223 Million0.61% of portfolio