Integrated Wealth Concepts LLC Dimensional ETF Tr U S Equity Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 60,833 shares of DFUS stock, worth $3.98 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
60,833
Previous 54,346
11.94%
Holding current value
$3.98 Million
Previous $3.2 Million
18.29%
% of portfolio
0.05%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio