Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Werba Rubin Papier Wealth Management
- $362 Billion
- Q2 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 96,879 shares of DFAC stock, worth $3.29 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
96,879
Previous 95,868
1.05%
Holding current value
$3.29 Million
Previous $3.06 Billion
1.97%
% of portfolio
0.86%
Previous 0.89%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio