Perigon Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,759 shares of DFUS stock, worth $364,083. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,759
Previous 5,759
-0.0%
Holding current value
$364,083
Previous $338,000
5.92%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
134MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$553 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$314 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$260 Million0.08% of portfolio