Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,363,926 shares of DFUS stock, worth $155 Million. This represents 13.12% of its overall portfolio holdings.
Number of Shares
2,363,926
Previous 2,316,163
2.06%
Holding current value
$155 Million
Previous $136 Million
7.87%
% of portfolio
13.12%
Previous 13.52%
Shares
14 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio