Private Portfolio Partners LLC Dimensional ETF Tr U S Equity Transaction History
Private Portfolio Partners LLC
- $122 Million
- Q2 2024
A detailed history of Private Portfolio Partners LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Private Portfolio Partners LLC holds 5,765 shares of DFUS stock, worth $355,700. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,765
Previous 6,312
8.67%
Holding current value
$355,700
Previous $359,000
5.57%
% of portfolio
0.28%
Previous 0.08%
Shares
10 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