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 $24 Million. This represents 9.69% of its overall portfolio holdings.
Number of Shares
732,268Holding current value
$24 Million% of portfolio
9.69%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio