Evercore Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Evercore Wealth Management, LLC
- $6.66 Billion
- Q3 2024
A detailed history of Evercore Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 10,182 shares of DFAC stock, worth $362,071. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,182
Previous 10,182
-0.0%
Holding current value
$362,071
Previous $328,000
6.4%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,036Shares Held
794MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.04 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.31 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio