Westwood Wealth Management Dimensional ETF Tr U S Equity Transaction History
Westwood Wealth Management
- $226 Million
- Q1 2025
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 $468,944. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,420
Previous 7,420
-0.0%
Holding current value
$468,944
Previous $473,000
5.29%
% of portfolio
0.2%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
760Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.69 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$326 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$298 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$243 Million0.08% of portfolio