Accel Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Accel Wealth Management
- $257 Million
- Q4 2024
A detailed history of Accel Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Accel Wealth Management holds 7,258 shares of DFAC stock, worth $250,473. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,258
Previous 7,256
0.03%
Holding current value
$250,473
Previous $248,000
1.21%
% of portfolio
0.1%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio