Valeo Financial Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 15,183 shares of DFUS stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,183
Previous 15,183
-0.0%
Holding current value
$1.01 Million
Previous $944,000
2.54%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
722Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.76 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$531 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$387 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$320 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$270 Million0.09% of portfolio