Iams Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,646 shares of DFAC stock, worth $347,834. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,646
Previous 9,646
-0.0%
Holding current value
$347,834
Previous $311 Million
6.36%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio