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 $253,193. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,933
Previous 8,607
19.45%
Holding current value
$253,193
Previous $219,000
14.16%
% of portfolio
0.02%
Previous 0.03%
Shares
2 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$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio