Angeles Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Angeles Wealth Management, LLC
- $1.45 Billion
- Q2 2025
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 9,303 shares of DFAC stock, worth $356,677. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,303
Previous 9,303
-0.0%
Holding current value
$356,677
Previous $306,000
8.82%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio