Total Clarity Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Total Clarity Wealth Management, Inc.
- $287 Million
- Q1 2025
A detailed history of Total Clarity Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 94,373 shares of DFAC stock, worth $3.45 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
94,373
Previous 94,373
-0.0%
Holding current value
$3.45 Million
Previous $3.27 Million
4.66%
% of portfolio
1.08%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,098Shares Held
816MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio