Litman Gregory Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 8,980 shares of DFUS stock, worth $560,531. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,980
Previous 8,980
-0.0%
Holding current value
$560,531
Previous $558,000
2.51%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.65 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$497 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$362 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$299 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$252 Million0.09% of portfolio