Sky Oak Wealth, LLC Dimensional ETF Tr U S Equity Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,213 shares of DFUS stock, worth $279,364. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,213

Holding current value

$279,364

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$61.52 - $66.5 $259,183 - $280,164	4,213 New	4,213 $268,000

Others Institutions Holding DFUS

# of Institutions

665

Shares Held

136M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

8.75M
Shares

$580 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$528 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.86M
Shares

$389 Million
19.88% of portfolio
Plancorp, LLC

4.96M
Shares

$329 Million
12.66% of portfolio
Envestnet Asset Management Inc

4.12M
Shares

$273 Million
0.08% of portfolio

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account