Walden Wealth Partners LLC Dimensional ETF Tr U S Equity Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Walden Wealth Partners LLC holds 169,322 shares of DFUS stock, worth $10.6 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
169,322
Previous 165,758
2.15%
Holding current value
$10.6 Million
Previous $9.26 Billion
7.64%
% of portfolio
5.56%
Previous 5.37%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$258 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio