Blue Chip Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Blue Chip Wealth Advisors LLC
- $204 Billion
- Q1 2025
A detailed history of Blue Chip Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 6,561 shares of DFAC stock, worth $211,723. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,561
Previous 7,391
11.23%
Holding current value
$211,723
Previous $256 Million
15.34%
% of portfolio
0.11%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,080Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio