Bcu Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 2,142,200 shares of DFAC stock, worth $77.2 Million. This represents 43.79% of its overall portfolio holdings.
Number of Shares
2,142,200
Previous 1,800,356
18.99%
Holding current value
$77.2 Million
Previous $58 Billion
26.55%
% of portfolio
43.79%
Previous 42.85%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio