Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 123,153 shares of DFAC stock, worth $4.44 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
123,153
Previous 118,244
4.15%
Holding current value
$4.44 Million
Previous $3.81 Million
10.76%
% of portfolio
1.08%
Previous 1.03%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio