Diversify Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Diversify Wealth Management, LLC
- $804 Billion
- Q2 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,130,242 shares of DFAC stock, worth $38 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
1,130,242Holding current value
$38 Million% of portfolio
4.36%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.8 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.6 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$593 Million0.29% of portfolio