Trajan Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Trajan Wealth LLC holds 651,543 shares of DFAC stock, worth $23.7 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
651,543
Previous 662,933
1.72%
Holding current value
$23.7 Million
Previous $21.4 Billion
4.53%
% of portfolio
1.32%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.83 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$647 Million0.28% of portfolio