Winch Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History
Winch Advisory Services, LLC
- $357 Million
- Q1 2025
A detailed history of Winch Advisory Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Winch Advisory Services, LLC holds 222 shares of DFUS stock, worth $14,274. This represents 0.0% of its overall portfolio holdings.
Number of Shares
222
Previous 222
-0.0%
Holding current value
$14,274
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
759Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.74 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$332 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$303 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$247 Million0.08% of portfolio