Destination Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Destination Wealth Management
- $3 Billion
- Q2 2024
A detailed history of Destination Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Destination Wealth Management holds 16,194 shares of DFAC stock, worth $582,822. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,194
Previous 16,194
-0.0%
Holding current value
$582,822
Previous $517,000
0.97%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.72 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio