Leo Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Leo Wealth, LLC holds 15,005 shares of DFUS stock, worth $970,673. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,005
Previous 14,967
0.25%
Holding current value
$970,673
Previous $881 Million
5.96%
% of portfolio
0.09%
Previous 0.09%
Shares
4 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