Compass Ion Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 14,083 shares of DFUS stock, worth $1.03 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,083
Previous 12,738
10.56%
Holding current value
$1.03 Million
Previous $853,000
19.58%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall 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