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 $545,680. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,162
Previous 15,162
-0.0%
Holding current value
$545,680
Previous $411,000
3.41%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.72 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio