Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.9 Billion
- Q1 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 153,895 shares of DFAC stock, worth $4.96 Million. This represents 9.48% of its overall portfolio holdings.
Number of Shares
153,895
Previous 151,529
1.56%
Holding current value
$4.96 Million
Previous $4.43 Billion
11.01%
% of portfolio
9.48%
Previous 8.95%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio