Winthrop Advisory Group LLC Dimensional ETF Tr U S Equity Transaction History
Winthrop Advisory Group LLC
- $912 Million
- Q4 2024
A detailed history of Winthrop Advisory Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 27,470 shares of DFUS stock, worth $1.71 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
27,470
Previous 27,442
0.1%
Holding current value
$1.71 Million
Previous $1.71 Million
2.7%
% of portfolio
0.19%
Previous 0.21%
Shares
15 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.65 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$497 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$362 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$299 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$252 Million0.09% of portfolio