Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 2024
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 921,505 shares of DFAC stock, worth $31.5 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
921,505
Previous 921,273
0.03%
Holding current value
$31.5 Million
Previous $29.7 Million
6.39%
% of portfolio
4.98%
Previous 5.13%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio