Williams & Novak, LLC Dimensional ETF Tr U S Equity Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Williams & Novak, LLC holds 18,593 shares of DFUS stock, worth $1.22 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
18,593
Previous 11,009
68.89%
Holding current value
$1.22 Million
Previous $685 Million
73.1%
% of portfolio
1.14%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
682Shares Held
141MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$575 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$523 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$271 Million0.08% of portfolio