Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 28,115 shares of DFUS stock, worth $1.72 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,115
Previous 28,515
1.4%
Holding current value
$1.72 Million
Previous $1.77 Million
1.13%
% of portfolio
0.03%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding DFUS
# of Institutions
731Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.61 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$486 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$354 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$292 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$247 Million0.09% of portfolio