Align Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Align Wealth Management, LLC holds 1,581,833 shares of DFAC stock, worth $58.3 Million. This represents 29.75% of its overall portfolio holdings.
Number of Shares
1,581,833Holding current value
$58.3 Million% of portfolio
29.75%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
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Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio