Domani Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Domani Wealth, LLC
- $431 Million
- Q1 2023
A detailed history of Domani Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Domani Wealth, LLC holds 48,159 shares of DFAC stock, worth $1.58 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
48,159
Previous 48,159
-0.0%
Holding current value
$1.58 Million
Previous $1.17 Million
4.96%
% of portfolio
0.28%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
683MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.7 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$572 Million0.3% of portfolio