Arbor Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Arbor Wealth Advisors LLC
- $112 Billion
- Q4 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 $4.17 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
117,251
Previous 117,251
-0.0%
Holding current value
$4.17 Million
Previous $4.02 Billion
0.87%
% of portfolio
3.61%
Previous 3.63%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 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, SC18.2MShares$646 Million0.26% of portfolio