Significant Wealth Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Significant Wealth Partners LLC
- $195 Billion
- Q1 2025
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 $315,019. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,762
Previous 9,762
-0.0%
Holding current value
$315,019
Previous $338 Million
4.63%
% of portfolio
0.17%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,084Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio