Perigon Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,603,354 shares of DFAC stock, worth $57.4 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
1,603,354
Previous 1,595,620
0.48%
Holding current value
$57.4 Million
Previous $51.4 Million
6.88%
% of portfolio
1.5%
Previous 1.51%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 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$635 Million0.28% of portfolio