Bka Wealth Consulting, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Bka Wealth Consulting, Inc.
- $91.7 Million
- Q3 2024
A detailed history of Bka Wealth Consulting, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 22,241 shares of DFAC stock, worth $782,883. This represents 0.83% of its overall portfolio holdings.
Number of Shares
22,241
Previous 22,136
0.47%
Holding current value
$782,883
Previous $713,000
6.87%
% of portfolio
0.83%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio