Ml & R Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 687,969 shares of DFAC stock, worth $22.4 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
687,969
Previous 845,103
18.59%
Holding current value
$22.4 Million
Previous $24.7 Million
11.02%
% of portfolio
5.05%
Previous 5.59%
Shares
10 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