Prio Wealth Limited Partnership Dimensional ETF Tr U S Core Eq Transaction History
Prio Wealth Limited Partnership
- $3.38 Billion
- Q3 2024
A detailed history of Prio Wealth Limited Partnership transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prio Wealth Limited Partnership holds 30,274 shares of DFAC stock, worth $994,198. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,274
Previous 30,274
-0.0%
Holding current value
$994,198
Previous $976,000
6.35%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio