Global Wealth Strategies & Associates Dimensional ETF Tr U S Core Eq Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 2024
A detailed history of Global Wealth Strategies & Associates transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 2,784 shares of DFAC stock, worth $99,778. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,784
Previous 2,378
17.07%
Holding current value
$99,778
Previous $76.7 Million
24.52%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
902Shares Held
729MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.29% of portfolio