Institute For Wealth Management, Llc. Dimensional ETF Tr U S Core Eq Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 26,773 shares of DFAC stock, worth $965,434. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,773
Previous 26,757
0.06%
Holding current value
$965,434
Previous $862,000
6.5%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares 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