Pds Planning, Inc Dimensional ETF Tr U S Equity Transaction History
Pds Planning, Inc
- $1.1 Billion
- Q3 2024
A detailed history of Pds Planning, Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Pds Planning, Inc holds 4,298 shares of DFUS stock, worth $265,186. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,298
Previous 4,287
0.26%
Holding current value
$265,186
Previous $252,000
5.95%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio