Winch Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

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 $14,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares

222

Holding current value

$14,454

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$61.52 - $66.5 $13,657 - $14,763	222 New	222 $14,000

Others Institutions Holding DFUS

# of Institutions

722

Shares Held

162M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

26.4M
Shares

$1.72 Billion
2.38% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$518 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.8M
Shares

$378 Million
20.61% of portfolio
Plancorp, LLC

4.79M
Shares

$312 Million
12.62% of portfolio
Envestnet Asset Management Inc

4.04M
Shares

$263 Million
0.09% of portfolio

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Winch Advisory Services, LLC Dimensional ETF Tr U S Equity Transaction History