Omni 360 Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Omni 360 Wealth, Inc.
- $160 Billion
- Q4 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 31,103 shares of DFAC stock, worth $1.12 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
31,103
Previous 32,471
4.21%
Holding current value
$1.12 Million
Previous $1.11 Billion
3.37%
% of portfolio
0.67%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,052Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio