Western Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
A detailed history of Western Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Western Wealth Management, LLC holds 14,888 shares of DFUS stock, worth $957,893. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,888
Previous 15,124
1.56%
Holding current value
$957,893
Previous $890,000
4.04%
% of portfolio
0.05%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio