Gps Wealth Strategies Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Gps Wealth Strategies Group, LLC
- $726 Million
- Q3 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 12,853 shares of DFAC stock, worth $438,672. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,853
Previous 10,524
22.13%
Holding current value
$438,672
Previous $339,000
29.79%
% of portfolio
0.06%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio