Revisor Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 2024
A detailed history of Revisor Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Revisor Wealth Management LLC holds 21,721 shares of DFAC stock, worth $701,805. This represents 0.49% of its overall portfolio holdings.
Number of Shares
21,721
Previous 25,911
16.17%
Holding current value
$701,805
Previous $793 Million
11.65%
% of portfolio
0.49%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.73 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.54 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.21 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.21 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$570 Million0.29% of portfolio