Arbor Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Arbor Wealth Advisors LLC
- $111 Billion
- Q3 2024
A detailed history of Arbor Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 117,251 shares of DFAC stock, worth $4.21 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
117,251
Previous 117,251
-0.0%
Holding current value
$4.21 Million
Previous $3.78 Billion
6.36%
% of portfolio
3.63%
Previous 3.73%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
909Shares Held
727MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio