Diversify Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 508,872 shares of DFAC stock, worth $17.7 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
508,872
Previous 1,130,242
54.98%
Holding current value
$17.7 Million
Previous $35.1 Billion
49.95%
% of portfolio
1.69%
Previous 4.36%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares 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
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
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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