Measured Wealth Private Client Group, LLC Dimensional ETF Tr U S Equity Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 15,212 shares of DFUS stock, worth $984,064. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,212
Previous 16,778
9.33%
Holding current value
$984,064
Previous $987,000
4.15%
% of portfolio
0.32%
Previous 0.35%
Shares
10 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