Shakespeare Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 37,868 shares of DFAC stock, worth $1.32 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,868
Previous 35,944
5.35%
Holding current value
$1.32 Million
Previous $1.16 Million
12.09%
% of portfolio
0.34%
Previous 0.34%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio