Aquire Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Aquire Wealth Advisors, LLC
- $297 Million
- Q2 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 56,047 shares of DFAC stock, worth $1.9 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
56,047
Previous 57,199
2.01%
Holding current value
$1.9 Million
Previous $1.83 Million
1.15%
% of portfolio
0.61%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 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$599 Million0.29% of portfolio