Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mbm Wealth Consultants, LLC
- $322 Million
- Q4 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 6,940 shares of DFAC stock, worth $248,729. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,940
Previous 6,940
-0.0%
Holding current value
$248,729
Previous $237,000
1.27%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio