Trademark Financial Management, LLC Dimensional ETF Tr U S Equity Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Trademark Financial Management, LLC holds 11,600 shares of DFUS stock, worth $715,720. This represents 0.57% of its overall portfolio holdings.
Number of Shares
11,600
Previous 11,600
-0.0%
Holding current value
$715,720
Previous $683 Million
5.69%
% of portfolio
0.57%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
638Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$491 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$362 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$311 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$256 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$226 Million0.23% of portfolio