Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr U S Equity Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 92,885 shares of DFUS stock, worth $6.09 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
92,885
Previous 92,946
0.07%
Holding current value
$6.09 Million
Previous $4.82 Million
9.86%
% of portfolio
0.15%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
698Shares Held
144MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio