Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Di Nuzzo Private Wealth, Inc.
- $617 Million
- Q1 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 893,578 shares of DFAC stock, worth $28.8 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
893,578
Previous 879,895
1.56%
Holding current value
$28.8 Million
Previous $30.4 Million
3.17%
% of portfolio
4.78%
Previous 4.92%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio