Daner Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Daner Wealth Management, LLC holds 507,031 shares of DFAC stock, worth $18.6 Million. This represents 13.38% of its overall portfolio holdings.
Number of Shares
507,031Holding current value
$18.6 Million% of portfolio
13.38%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
822MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.92 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$638 Million0.23% of portfolio