Westwood Wealth Management Dimensional ETF Tr U S Equity Transaction History
Westwood Wealth Management
- $275 Million
- Q4 2024
A detailed history of Westwood Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Westwood Wealth Management holds 7,420 shares of DFUS stock, worth $459,001. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,420
Previous 7,420
-0.0%
Holding current value
$459,001
Previous $461,000
2.6%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
727Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.63 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$359 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$296 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$250 Million0.09% of portfolio