Avondale Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Avondale Wealth Management
- $150 Million
- Q4 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Avondale Wealth Management holds 4,000 shares of DFAC stock, worth $143,360. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$143,360
Previous $137,000
0.73%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
951Shares Held
751MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% 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$636 Million0.28% of portfolio