Blue Chip Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Blue Chip Wealth Advisors LLC
- $204 Billion
- Q1 2025
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 6,561 shares of DFAC stock, worth $227,601. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,561
Previous 7,391
11.23%
Holding current value
$227,601
Previous $256 Million
15.34%
% of portfolio
0.11%
Previous 0.14%
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$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio