Global Wealth Strategies & Associates Dimensional ETF Tr U S Core Eq Transaction History
Global Wealth Strategies & Associates
- $279 Billion
- Q2 2024
A detailed history of Global Wealth Strategies & Associates transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 2,378 shares of DFAC stock, worth $78,045. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,378
Previous 2,378
-0.0%
Holding current value
$78,045
Previous $76 Million
0.91%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio