Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Equity Transaction History
Clifford Swan Investment Counsel LLC
- $2.67 Billion
- Q4 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 13,637 shares of DFUS stock, worth $820,129. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,637
Previous 13,637
-0.0%
Holding current value
$820,129
Previous $848,000
2.48%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
733Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio