Wetherby Asset Management Inc Dimensional ETF Tr U S Equity Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wetherby Asset Management Inc holds 16,660 shares of DFUS stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,660
Previous 16,660
-0.0%
Holding current value
$1.09 Million
Previous $980,000
5.71%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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