Lake Point Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lake Point Wealth Management holds 732,268 shares of DFAC stock, worth $28.3 Million. This represents 9.69% of its overall portfolio holdings.
Number of Shares
732,268Holding current value
$28.3 Million% of portfolio
9.69%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
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Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio