Destiny Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Destiny Wealth Partners, LLC
- $528 Million
- Q3 2024
A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 13,326 shares of DFAC stock, worth $463,878. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,326
Previous 13,326
-0.0%
Holding current value
$463,878
Previous $429,000
6.29%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
924Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio