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 $54.9 Million. This represents 29.75% of its overall portfolio holdings.
Number of Shares
1,581,833Holding current value
$54.9 Million% of portfolio
29.75%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio