Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Equity Transaction History
Werba Rubin Papier Wealth Management
- $362 Billion
- Q2 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 41,685 shares of DFUS stock, worth $2.57 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
41,685
Previous 41,100
1.42%
Holding current value
$2.57 Million
Previous $2.34 Billion
4.75%
% of portfolio
0.68%
Previous 0.68%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio