Valued Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 5,186 shares of DFUS stock, worth $335,119. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,186
Previous 12,116
57.2%
Holding current value
$335,119
Previous $772 Million
59.4%
% of portfolio
0.19%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
762Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio