Monterey Private Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 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 26,893 shares of DFAC stock, worth $959,273. This represents 0.31% of its overall portfolio holdings.
Number of Shares
26,893
Previous 26,976
0.31%
Holding current value
$959,273
Previous $925,000
0.54%
% of portfolio
0.31%
Previous 0.32%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio