Arbor Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Arbor Wealth Advisors LLC
- $101 Billion
- Q2 2024
A detailed history of Arbor Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 117,251 shares of DFAC stock, worth $3.92 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
117,251
Previous 117,251
-0.0%
Holding current value
$3.92 Million
Previous $3.75 Billion
0.91%
% of portfolio
3.73%
Previous 3.54%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$591 Million0.29% of portfolio