Parkworth Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Parkworth Wealth Management, Inc.
- $120 Billion
- Q4 2024
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 450,764 shares of DFAC stock, worth $16 Million. This represents 12.97% of its overall portfolio holdings.
Number of Shares
450,764Holding current value
$16 Million% of portfolio
12.97%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio