Prw Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Prw Wealth Management LLC
- $263 Million
- Q3 2023
A detailed history of Prw Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prw Wealth Management LLC holds 13,272 shares of DFAC stock, worth $432,136. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,272
Previous 13,223
0.37%
Holding current value
$432,136
Previous $359,000
3.34%
% of portfolio
0.13%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio