Bordeaux Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Bordeaux Wealth Advisors LLC
- $538 Million
- Q1 2025
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 11,346 shares of DFAC stock, worth $364,093. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,346
Previous 9,750
16.37%
Holding current value
$364,093
Previous $337,000
10.98%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio