Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr U S Equity Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$46.48 - $49.7 $247,273 - $264,404	-5,320 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$45.75 - $47.12 $243,390 - $250,678	5,320 New	5,320 $251,000

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

8.75M
Shares

$572 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$520 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.86M
Shares

$383 Million
19.88% of portfolio
Plancorp, LLC

4.96M
Shares

$325 Million
12.66% of portfolio
Envestnet Asset Management Inc

4.12M
Shares

$269 Million
0.08% of portfolio

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Industry ETFs

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