Winthrop Advisory Group LLC Dimensional ETF Tr U S Equity Transaction History
Winthrop Advisory Group LLC
- $753 Million
- Q2 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 27,422 shares of DFUS stock, worth $1.63 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
27,422
Previous 27,422
-0.0%
Holding current value
$1.63 Million
Previous $1.61 Million
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio