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 $310,952. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,186
Previous 12,116
57.2%
Holding current value
$310,952
Previous $772 Million
59.4%
% of portfolio
0.19%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
744Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio