Wealthspan Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Wealthspan Partners, LLC
- $222 Million
- Q2 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthspan Partners, LLC holds 12,144 shares of DFUS stock, worth $883,961. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,144
Previous 12,228
0.69%
Holding current value
$883,961
Previous $739,000
10.01%
% of portfolio
0.37%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
802Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.28 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$579 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$575 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$368 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$334 Million10.8% of portfolio