Diversify Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 508,872 shares of DFAC stock, worth $18.2 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
508,872
Previous 1,130,242
54.98%
Holding current value
$18.2 Million
Previous $35.1 Billion
49.95%
% of portfolio
1.69%
Previous 4.36%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
725MCall 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