Wetherby Asset Management Inc Dimensional ETF Tr U S Equity Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wetherby Asset Management Inc holds 13,667 shares of DFUS stock, worth $777,788. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,667
Previous 16,660
17.97%
Holding current value
$777,788
Previous $1.04 Million
15.93%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
740Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.5 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$453 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$330 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$273 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$230 Million0.09% of portfolio