Wealthspan Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthspan Partners, LLC holds 12,228 shares of DFUS stock, worth $796,165. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,228
Previous 12,228
-0.0%
Holding current value
$796,165
Previous $760,000
2.63%
% of portfolio
0.38%
Previous 0.38%
Shares
2 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