Delap Wealth Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
Delap Wealth Advisory, LLC
- $217 Billion
- Q2 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 855,696 shares of DFAC stock, worth $29.2 Million. This represents 12.7% of its overall portfolio holdings.
Number of Shares
855,696
Previous 460,397
85.86%
Holding current value
$29.2 Million
Previous $14.7 Billion
87.55%
% of portfolio
12.7%
Previous 5.94%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio