Ashton Thomas Private Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Ashton Thomas Private Wealth, LLC
- $1.9 Trillion
- Q3 2024
A detailed history of Ashton Thomas Private Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ashton Thomas Private Wealth, LLC holds 23,431 shares of DFAC stock, worth $839,767. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,431
Previous 20,401
14.85%
Holding current value
$839,767
Previous $658 Million
22.16%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
902Shares Held
729MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.29% of portfolio