Schulz Wealth, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Schulz Wealth, Ltd.
- $130 Billion
- Q4 2024
A detailed history of Schulz Wealth, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 709,743 shares of DFAC stock, worth $22.8 Million. This represents 18.85% of its overall portfolio holdings.
Number of Shares
709,743
Previous 704,834
0.7%
Holding current value
$22.8 Million
Previous $24.2 Billion
1.58%
% of portfolio
18.85%
Previous 18.69%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio