Firethorn Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Firethorn Wealth Partners, LLC
- $163 Million
- Q1 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 480,945 shares of DFAC stock, worth $15.6 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
480,945
Previous 479,582
0.28%
Holding current value
$15.6 Million
Previous $14 Million
9.62%
% of portfolio
9.41%
Previous 9.38%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio