Mendota Financial Group, LLC Dimensional ETF Tr U S Equity Transaction History
Mendota Financial Group, LLC
- $209 Billion
- Q3 2024
A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Mendota Financial Group, LLC holds 259,709 shares of DFUS stock, worth $16.4 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
259,709
Previous 228,334
13.74%
Holding current value
$16.4 Million
Previous $13.4 Billion
20.22%
% of portfolio
7.72%
Previous 7.2%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$502 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio