Kovitz Investment Group Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 6,885 shares of DFUS stock, worth $435,269. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,885
Previous 6,885
-0.0%
Holding current value
$435,269
Previous $405,000
5.68%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
134MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$553 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$314 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$260 Million0.08% of portfolio