Schulz Wealth, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Schulz Wealth, Ltd.
- $130 Billion
- Q4 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 709,743 shares of DFAC stock, worth $25.4 Million. This represents 18.85% of its overall portfolio holdings.
Number of Shares
709,743
Previous 704,834
0.7%
Holding current value
$25.4 Million
Previous $24.2 Billion
1.58%
% of portfolio
18.85%
Previous 18.69%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
984Shares Held
761MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% 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$636 Million0.28% of portfolio