Boston Premier Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Boston Premier Wealth LLC
- $165 Billion
- Q4 2024
A detailed history of Boston Premier Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Boston Premier Wealth LLC holds 14,266 shares of DFAC stock, worth $492,319. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,266Holding current value
$492,319% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio