Valued Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
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 12,116 shares of DFUS stock, worth $743,558. This represents 0.48% of its overall portfolio holdings.
Number of Shares
12,116
Previous 12,111
0.04%
Holding current value
$743,558
Previous $753 Million
2.53%
% of portfolio
0.48%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
728Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.62 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$488 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$356 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$294 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$248 Million0.09% of portfolio