Mgb Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mgb Wealth Management, LLC
- $276 Billion
- Q1 2025
A detailed history of Mgb Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 36,915 shares of DFAC stock, worth $1.35 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
36,915
Previous 36,915
-0.0%
Holding current value
$1.35 Million
Previous $1.28 Billion
4.63%
% of portfolio
0.44%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio