Accel Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Accel Wealth Management
- $243 Million
- Q2 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 7,254 shares of DFAC stock, worth $246,708. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,254
Previous 15,581
53.44%
Holding current value
$246,708
Previous $497,000
53.12%
% of portfolio
0.1%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio