Poinciana Advisors Group, LLC Dimensional ETF Tr U S Equity Transaction History
Poinciana Advisors Group, LLC
- $118 Billion
- Q3 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 35,635 shares of DFUS stock, worth $2.6 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
35,635
Previous 33,352
6.85%
Holding current value
$2.6 Million
Previous $2.24 Billion
15.49%
% of portfolio
2.18%
Previous 2.02%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio