Total Clarity Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Total Clarity Wealth Management, Inc.
- $295 Million
- Q4 2024
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 $3.37 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
94,373
Previous 92,956
1.52%
Holding current value
$3.37 Million
Previous $3.19 Million
2.45%
% of portfolio
1.11%
Previous 1.08%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio