En Rich Financial Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
En Rich Financial Partners LLC
- $299 Billion
- Q3 2024
A detailed history of En Rich Financial Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, En Rich Financial Partners LLC holds 13,384 shares of DFAC stock, worth $479,281. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,384
Previous 12,482
7.23%
Holding current value
$479,281
Previous $402 Million
14.04%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio