Hibernia Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Hibernia Wealth Partners, LLC
- $287 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
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Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio