En Rich Financial Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 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 13,095 shares of DFAC stock, worth $430,039. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,095
Previous 13,384
2.16%
Holding current value
$430,039
Previous $459 Million
1.3%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio