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
- $3.31 Billion
- Q1 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 786,768 shares of DFAC stock, worth $25.6 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
786,768
Previous 780,357
0.82%
Holding current value
$25.6 Million
Previous $22.8 Million
10.21%
% of portfolio
0.76%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio