Angeles Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Angeles Wealth Management, LLC
- $997 Million
- Q1 2024
A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 9,130 shares of DFAC stock, worth $297,272. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,130
Previous 1,523
499.47%
Holding current value
$297,272
Previous $44,000
561.36%
% of portfolio
0.03%
Previous 0.01%
Shares
2 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
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio