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 $1.74 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
48,159
Previous 48,159
-0.0%
Holding current value
$1.74 Million
Previous $1.17 Million
4.96%
% of portfolio
0.28%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.94 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.88 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.36 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$626 Million0.23% of portfolio