Avion Wealth Dimensional ETF Tr U S Core Eq Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Avion Wealth holds 310,246 shares of DFAC stock, worth $9.96 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
310,246
Previous 327,813
5.36%
Holding current value
$9.96 Million
Previous $11.2 Million
4.53%
% of portfolio
2.76%
Previous 2.94%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio