Valued Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 12,111 shares of DFUS stock, worth $783,460. This represents 0.49% of its overall portfolio holdings.
Number of Shares
12,111
Previous 12,583
3.75%
Holding current value
$783,460
Previous $740 Million
1.73%
% of portfolio
0.49%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio