Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Equity Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 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 41,855 shares of DFUS stock, worth $2.75 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
41,855
Previous 41,685
0.41%
Holding current value
$2.75 Million
Previous $2.45 Billion
6.12%
% of portfolio
0.61%
Previous 0.68%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$385 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio