Ropes Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 15,162 shares of DFAC stock, worth $533,702. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,162
Previous 15,162
-0.0%
Holding current value
$533,702
Previous $411,000
3.41%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio