Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr U S Equity Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 92,885 shares of DFUS stock, worth $5.59 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
92,885
Previous 92,946
0.07%
Holding current value
$5.59 Million
Previous $4.82 Million
9.86%
% of portfolio
0.15%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio