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
- $2.42 Billion
- Q3 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 1,233 shares of DFAC stock, worth $43,130. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,233
Previous 1,261
2.22%
Holding current value
$43,130
Previous $40,000
5.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio