Montag A & Associates Inc Dimensional ETF Tr U S Equity Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Montag A & Associates Inc holds 50,956 shares of DFUS stock, worth $3.18 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
50,956
Previous 50,817
0.27%
Holding current value
$3.18 Million
Previous $3.16 Million
2.85%
% of portfolio
0.16%
Previous 0.15%
Shares
15 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