Strategies Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 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 9,265 shares of DFAC stock, worth $300,834. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,265Holding current value
$300,834% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares 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$1.23 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio