Sound View Wealth Advisors Group, LLC Dimensional ETF Tr U S Equity Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 9,462 shares of DFUS stock, worth $577,465. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,462
Previous 9,462
-0.0%
Holding current value
$577,465
Previous $588,000
2.55%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
731Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.61 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$486 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$354 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$292 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$247 Million0.09% of portfolio