Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 745,674 shares of DFAC stock, worth $27.1 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
745,674
Previous 746,483
0.11%
Holding current value
$27.1 Million
Previous $24.1 Million
6.25%
% of portfolio
0.72%
Previous 0.71%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio