Schulz Wealth, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Schulz Wealth, Ltd.
- $118 Billion
- Q2 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 661,684 shares of DFAC stock, worth $22.5 Million. This represents 18.07% of its overall portfolio holdings.
Number of Shares
661,684
Previous 698,388
5.26%
Holding current value
$22.5 Million
Previous $22.3 Billion
4.4%
% of portfolio
18.07%
Previous 19.07%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio