Firethorn Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Firethorn Wealth Partners, LLC
- $193 Million
- Q4 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 442,833 shares of DFAC stock, worth $14.8 Million. This represents 7.96% of its overall portfolio holdings.
Number of Shares
442,833
Previous 469,510
5.68%
Holding current value
$14.8 Million
Previous $16.1 Million
4.83%
% of portfolio
7.96%
Previous 8.55%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio