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 $1.89 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
53,141
Previous 36,989
43.67%
Holding current value
$1.89 Million
Previous $1.27 Million
44.95%
% of portfolio
0.07%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio