Bwm Planning, LLC Dimensional ETF Tr U S Equity Transaction History
Bwm Planning, LLC
- $374 Billion
- Q4 2025
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Bwm Planning, LLC holds 19,330 shares of DFUS stock, worth $1.41 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,330
Previous 19,330
-0.0%
Holding current value
$1.41 Million
Previous $1.4 Billion
2.39%
% of portfolio
0.38%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
839Shares Held
204MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio