Lifeworks Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
A detailed history of Lifeworks Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 41,713 shares of DFAC stock, worth $1.42 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
41,713
Previous 44,211
5.65%
Holding current value
$1.42 Million
Previous $1.41 Million
4.82%
% of portfolio
0.38%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares 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