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 $54.2 Million. This represents 29.75% of its overall portfolio holdings.
Number of Shares
1,581,833Holding current value
$54.2 Million% of portfolio
29.75%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio