Strategies Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,772 shares of DFAC stock, worth $310,441. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,772
Previous 9,271
5.38%
Holding current value
$310,441
Previous $299 Million
0.64%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio