Avondale Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Avondale Wealth Management
- $153 Million
- Q1 2025
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 $138,600. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$138,600
Previous $138,000
5.07%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio