Discipline Wealth Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History
Discipline Wealth Solutions, LLC
- $109 Million
- Q1 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 608,980 shares of DFAC stock, worth $19.8 Million. This represents 17.92% of its overall portfolio holdings.
Number of Shares
608,980
Previous 536,880
13.43%
Holding current value
$19.8 Million
Previous $15.7 Million
23.98%
% of portfolio
17.92%
Previous 15.63%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio