Aspire Wealth Management Corp Dimensional ETF Tr U S Core Eq Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aspire Wealth Management Corp holds 28,708 shares of DFAC stock, worth $926,407. This represents 0.56% of its overall portfolio holdings.
Number of Shares
28,708
Previous 28,926
0.75%
Holding current value
$926,407
Previous $932,000
5.58%
% of portfolio
0.56%
Previous 0.56%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio