Parkwoods Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Parkwoods Wealth Partners, LLC
- $126 Billion
- Q4 2024
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 41,919 shares of DFAC stock, worth $1.48 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
41,919
Previous 35,979
16.51%
Holding current value
$1.48 Million
Previous $1.23 Billion
17.53%
% of portfolio
1.15%
Previous 1.01%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio