Better Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Better Wealth, LLC holds 2,925,380 shares of DFAC stock, worth $102 Million. This represents 30.38% of its overall portfolio holdings.
Number of Shares
2,925,380
Previous 2,889,416
1.24%
Holding current value
$102 Million
Previous $93.2 Million
7.68%
% of portfolio
30.38%
Previous 30.45%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio