Revisor Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Revisor Wealth Management LLC
- $221 Billion
- Q1 2024
A detailed history of Revisor Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Revisor Wealth Management LLC holds 25,911 shares of DFAC stock, worth $852,990. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,911
Previous 24,936
3.91%
Holding current value
$852,990
Previous $729 Million
8.75%
% of portfolio
0.36%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
854Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$573 Million0.3% of portfolio