Family Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Family Wealth Partners, LLC
- $219 Billion
- Q1 2025
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Family Wealth Partners, LLC holds 61,978 shares of DFAC stock, worth $2.12 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
61,978
Previous 60,596
2.28%
Holding current value
$2.12 Million
Previous $2.1 Billion
2.45%
% of portfolio
0.93%
Previous 1.0%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.78 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$594 Million0.23% of portfolio