Significant Wealth Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Significant Wealth Partners LLC
- $152 Billion
- Q1 2024
A detailed history of Significant Wealth Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Significant Wealth Partners LLC holds 9,762 shares of DFAC stock, worth $315,898. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,762Holding current value
$315,898% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
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Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio