Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,320 shares of DFAC stock, worth $47,467. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,320
Previous 1,233
7.06%
Holding current value
$47,467
Previous $42,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
965Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio