Mpwm Advisory Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 16,164 shares of DFAC stock, worth $592,572. This represents 0.39% of its overall portfolio holdings.
Number of Shares
16,164
Previous 16,163
0.01%
Holding current value
$592,572
Previous $559 Million
4.62%
% of portfolio
0.39%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio