Liberty Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Liberty Wealth Management LLC holds 911,954 shares of DFAC stock, worth $31.1 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
911,954
Previous 1,691,387
46.08%
Holding current value
$31.1 Million
Previous $28.9 Million
8.04%
% of portfolio
5.49%
Previous 5.31%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio