Wp Wealth LLP Dimensional ETF Tr U S Core Eq Transaction History
Wp Wealth LLP
- $387 Billion
- Q1 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wp Wealth LLP holds 108,975 shares of DFAC stock, worth $3.54 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
108,975
Previous 108,751
0.21%
Holding current value
$3.54 Million
Previous $3.18 Billion
9.53%
% of portfolio
0.9%
Previous 0.98%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio