Westwood Wealth Management Dimensional ETF Tr U S Equity Transaction History
Westwood Wealth Management
- $249 Million
- Q2 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 $464,937. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,420
Previous 7,420
-0.0%
Holding current value
$464,937
Previous $422,000
3.32%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$258 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio