Drive Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,410 shares of DFAC stock, worth $281,398. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,410Holding current value
$281,398% of portfolio
0.07%Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 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$591 Million0.29% of portfolio