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 $25.4 Million. This represents 9.69% of its overall portfolio holdings.
Number of Shares
732,268Holding current value
$25.4 Million% of portfolio
9.69%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio