Schulz Wealth, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Schulz Wealth, Ltd.
- $129 Billion
- Q3 2024
A detailed history of Schulz Wealth, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 704,834 shares of DFAC stock, worth $24.9 Million. This represents 18.69% of its overall portfolio holdings.
Number of Shares
704,834
Previous 661,684
6.52%
Holding current value
$24.9 Million
Previous $21.3 Billion
13.29%
% of portfolio
18.69%
Previous 18.07%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio