Align Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Align Wealth Management, LLC holds 1,581,833 shares of DFAC stock, worth $61.1 Million. This represents 29.75% of its overall portfolio holdings.
Number of Shares
1,581,833Holding current value
$61.1 Million% of portfolio
29.75%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
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Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio