Strategic Wealth Partners, Ltd. Dimensional ETF Tr U S Equity Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,001 shares of DFUS stock, worth $332,316. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,001
Previous 5,502
9.11%
Holding current value
$332,316
Previous $342,000
6.73%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio