West Hill Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q3 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 $973,092. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,870
Previous 14,887
0.11%
Holding current value
$973,092
Previous $876,000
5.48%
% of portfolio
0.21%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$573 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$521 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$270 Million0.08% of portfolio