Arbor Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Arbor Wealth Advisors LLC
- $112 Billion
- Q4 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 $3.95 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
117,251
Previous 117,251
-0.0%
Holding current value
$3.95 Million
Previous $4.02 Billion
0.87%
% of portfolio
3.61%
Previous 3.63%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.93 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$612 Million0.26% of portfolio