Forvis Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,804,121 shares of DFAC stock, worth $98.1 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
2,804,121
Previous 2,853,020
1.71%
Holding current value
$98.1 Million
Previous $91.2 Million
0.82%
% of portfolio
2.28%
Previous 2.33%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
889Shares Held
714MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.87 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.67 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.31 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$617 Million0.29% of portfolio