Blue Chip Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Blue Chip Wealth Advisors LLC
- $180 Billion
- Q4 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 7,391 shares of DFAC stock, worth $242,498. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,391
Previous 7,391
-0.0%
Holding current value
$242,498
Previous $253 Million
0.88%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio