Exencial Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 53,141 shares of DFAC stock, worth $1.91 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
53,141
Previous 36,989
43.67%
Holding current value
$1.91 Million
Previous $1.27 Million
44.95%
% of portfolio
0.07%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio