Bordeaux Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 9,750 shares of DFAC stock, worth $316,777. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,750
Previous 9,750
-0.0%
Holding current value
$316,777
Previous $284,000
9.51%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio