Lakeshore Financial Planning, Inc. Dimensional ETF Tr U S Equity Transaction History
Lakeshore Financial Planning, Inc.
- $234 Billion
- Q4 2024
A detailed history of Lakeshore Financial Planning, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 25,768 shares of DFUS stock, worth $1.71 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
25,768
Previous 22,201
16.07%
Holding current value
$1.71 Million
Previous $1.38 Billion
18.96%
% of portfolio
0.7%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio