Omni 360 Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Omni 360 Wealth, Inc.
- $153 Billion
- Q3 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 32,471 shares of DFAC stock, worth $1.17 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
32,471
Previous 32,471
-0.0%
Holding current value
$1.17 Million
Previous $1.05 Billion
6.36%
% of portfolio
0.73%
Previous 0.78%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio