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 $1.07 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,274
Previous 30,274
-0.0%
Holding current value
$1.07 Million
Previous $976,000
6.35%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio