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 $51.5 Million. This represents 29.75% of its overall portfolio holdings.
Number of Shares
1,581,833Holding current value
$51.5 Million% of portfolio
29.75%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
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Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio