Strategies Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Strategies Wealth Advisors, LLC
- $803 Billion
- Q4 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 8,305 shares of DFAC stock, worth $300,059. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,305
Previous 8,772
5.32%
Holding current value
$300,059
Previous $301 Million
1.29%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,052Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio