Western Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 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 14,563 shares of DFUS stock, worth $873,197. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,563
Previous 14,561
0.01%
Holding current value
$873,197
Previous $754,000
9.95%
% of portfolio
0.07%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
596Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$459 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$359 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$307 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$252 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$227 Million0.61% of portfolio