Barrett & Company, Inc. Dimensional ETF Tr U S Equity Transaction History
Barrett & Company, Inc.
- $231 Billion
- Q3 2024
A detailed history of Barrett & Company, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Barrett & Company, Inc. holds 538 shares of DFUS stock, worth $33,931. This represents 0.01% of its overall portfolio holdings.
Number of Shares
538
Previous 536
0.37%
Holding current value
$33,931
Previous $31.5 Million
5.69%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$502 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio