Legacy Wealth Management, Inc Dimensional ETF Tr U S Core Eq Transaction History
Legacy Wealth Management, Inc
- $1.56 Billion
- Q4 2024
A detailed history of Legacy Wealth Management, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 5,951 shares of DFAC stock, worth $199,834. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,951
Previous 5,951
-0.0%
Holding current value
$199,834
Previous $204,000
0.49%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$610 Million0.26% of portfolio