Monterey Private Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 26,941 shares of DFAC stock, worth $870,463. This represents 0.33% of its overall portfolio holdings.
Number of Shares
26,941
Previous 26,903
0.14%
Holding current value
$870,463
Previous $859,000
1.05%
% of portfolio
0.33%
Previous 0.35%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.73 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.54 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.21 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.21 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$570 Million0.29% of portfolio