Olistico Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,100 shares of DFUS stock, worth $68,926. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,179
6.7%
Holding current value
$68,926
Previous $69.4 Million
1.32%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
636Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$260 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio