Westwood Wealth Management Dimensional ETF Tr U S Equity Transaction History
Westwood Wealth Management
- $254 Million
- Q3 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 $473,841. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,420
Previous 7,420
-0.0%
Holding current value
$473,841
Previous $436,000
5.73%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$559 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$508 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$374 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$317 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$263 Million0.08% of portfolio