Bwm Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bwm Planning, LLC holds 9,900 shares of DFAC stock, worth $310,167. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,900
Previous 9,440
4.87%
Holding current value
$310,167
Previous $324 Million
5.79%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
801MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.79 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$569 Million0.26% of portfolio