Wny Asset Management, LLC Dimensional ETF Tr U S Equity Transaction History
Wny Asset Management, LLC
- $636 Million
- Q1 2024
A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wny Asset Management, LLC holds 24,905 shares of DFUS stock, worth $1.48 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
24,905
Previous 24,905
-0.0%
Holding current value
$1.48 Million
Previous $1.29 Million
10.0%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$455 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$356 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$304 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio