Mpwm Advisory Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mpwm Advisory Solutions, LLC
- $137 Billion
- Q4 2024
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 16,163 shares of DFAC stock, worth $521,580. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,163Holding current value
$521,580% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,074Shares Held
803MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio