Parkshore Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Parkshore Wealth Management, Inc.
- $172 Billion
- Q1 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 1,435,007 shares of DFAC stock, worth $49.7 Million. This represents 27.52% of its overall portfolio holdings.
Number of Shares
1,435,007
Previous 1,245,998
15.17%
Holding current value
$49.7 Million
Previous $43.1 Billion
9.84%
% of portfolio
27.52%
Previous 25.92%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio