Wallace Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wallace Advisory Group, LLC
- $139 Billion
- Q2 2024
A detailed history of Wallace Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 9,525 shares of DFAC stock, worth $312,610. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,525
Previous 9,477
0.51%
Holding current value
$312,610
Previous $277 Million
10.86%
% of portfolio
0.22%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio