Bdo Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 6,933 shares of DFAC stock, worth $252,707. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,933
Previous 8,607
19.45%
Holding current value
$252,707
Previous $219,000
14.16%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.83 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$647 Million0.28% of portfolio