Hassell Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Hassell Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 457,610 shares of DFAC stock, worth $16.3 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
457,610
Previous 468,167
2.25%
Holding current value
$16.3 Million
Previous $15.9 Billion
3.0%
% of portfolio
6.61%
Previous 6.67%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
975Shares Held
756MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$632 Million0.28% of portfolio