West Hill Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q4 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 14,870 shares of DFUS stock, worth $905,285. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,870
Previous 14,870
-0.0%
Holding current value
$905,285
Previous $924,000
2.6%
% of portfolio
0.21%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
728Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.61 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$353 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$292 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$246 Million0.09% of portfolio