Market Street Wealth Management Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 27,268 shares of DFUS stock, worth $1.78 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
27,268
Previous 27,598
1.2%
Holding current value
$1.78 Million
Previous $1.62 Million
4.43%
% of portfolio
0.31%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$573 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$521 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio