Aspire Wealth Management Corp Dimensional ETF Tr U S Core Eq Transaction History
Aspire Wealth Management Corp
- $158 Million
- Q1 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 28,714 shares of DFAC stock, worth $954,453. This represents 0.58% of its overall portfolio holdings.
Number of Shares
28,714
Previous 27,758
3.44%
Holding current value
$954,453
Previous $811,000
13.07%
% of portfolio
0.58%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.72 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.5 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.31 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$579 Million0.3% of portfolio