Wealthstream Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 593,332 shares of DFUS stock, worth $38.8 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
593,332
Previous 617,627
3.93%
Holding current value
$38.8 Million
Previous $36.3 Million
1.54%
% of portfolio
7.35%
Previous 13.83%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio