Sagespring Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 13,523 shares of DFAC stock, worth $493,859. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,523
Previous 5,994
125.61%
Holding current value
$493,859
Previous $207 Million
115.17%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,095Shares Held
815MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio