Mbm Wealth Consultants, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mbm Wealth Consultants, LLC
- $284 Million
- Q1 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 $225,341. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,940
Previous 6,940
-0.0%
Holding current value
$225,341
Previous $202,000
9.41%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio