Global Wealth Strategies & Associates Dimensional ETF Tr U S Core Eq Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 2025
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 2,115 shares of DFAC stock, worth $68,251. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,115
Previous 2,285
7.44%
Holding current value
$68,251
Previous $79 Million
11.72%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio