R. W. Roge & Company, Inc. Dimensional ETF Tr U S Equity Transaction History
R. W. Roge & Company, Inc.
- $185 Million
- Q4 2024
A detailed history of R. W. Roge & Company, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, R. W. Roge & Company, Inc. holds 4,982 shares of DFUS stock, worth $326,719. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,982
Previous 7,302
31.77%
Holding current value
$326,719
Previous $454,000
30.18%
% of portfolio
0.17%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
703Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.73 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$314 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio