Klingman & Associates, LLC Dimensional ETF Tr U S Equity Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Klingman & Associates, LLC holds 11,724 shares of DFUS stock, worth $758,425. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,724
Previous 15,010
21.89%
Holding current value
$758,425
Previous $883,000
17.44%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio