Walden Wealth Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Walden Wealth Partners LLC holds 840,299 shares of DFAC stock, worth $28.8 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
840,299
Previous 842,837
0.3%
Holding current value
$28.8 Million
Previous $26.4 Billion
2.79%
% of portfolio
15.12%
Previous 15.3%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio