Bull Oak Capital, LLC Dimensional ETF Tr U S Equity Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
A detailed history of Bull Oak Capital, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bull Oak Capital, LLC holds 3,171 shares of DFUS stock, worth $196,697. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,171
Previous 3,337
4.97%
Holding current value
$196,697
Previous $196,000
0.51%
% of portfolio
0.11%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$363 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$228 Million0.23% of portfolio