Bridgeworth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bridgeworth, LLC holds 4,180,504 shares of DFAC stock, worth $141 Million. This represents 12.11% of its overall portfolio holdings.
Number of Shares
4,180,504
Previous 4,222,459
0.99%
Holding current value
$141 Million
Previous $111 Million
10.46%
% of portfolio
12.11%
Previous 12.24%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,061Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.93 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$612 Million0.26% of portfolio