West Hill Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
West Hill Financial Advisors, Inc.
- $412 Million
- Q2 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 14,887 shares of DFUS stock, worth $925,078. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,887
Previous 14,887
-0.0%
Holding current value
$925,078
Previous $848,000
3.3%
% of portfolio
0.21%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio