Vance Wealth, Inc. Dimensional ETF Tr U S Equity Transaction History
Vance Wealth, Inc.
- $257 Million
- Q4 2024
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vance Wealth, Inc. holds 4,320 shares of DFUS stock, worth $281,275. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,320
Previous 5,073
14.84%
Holding current value
$281,275
Previous $315,000
12.7%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
723Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.72 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$518 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$378 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$312 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$263 Million0.09% of portfolio