Penobscot Wealth Management Dimensional ETF Tr U S Equity Transaction History
Penobscot Wealth Management
- $185 Million
- Q3 2024
A detailed history of Penobscot Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Penobscot Wealth Management holds 6,519 shares of DFUS stock, worth $432,274. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,519
Previous 6,519
-0.0%
Holding current value
$432,274
Previous $391,000
3.58%
% of portfolio
0.22%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
665Shares Held
136MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$580 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$528 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$389 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$329 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$273 Million0.08% of portfolio