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 $591,621. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,162
Previous 15,162
-0.0%
Holding current value
$591,621
Previous $411,000
3.41%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio