Total Clarity Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Total Clarity Wealth Management, Inc.
- $282 Million
- Q2 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 91,596 shares of DFAC stock, worth $3.13 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
91,596
Previous 91,211
0.42%
Holding current value
$3.13 Million
Previous $2.91 Million
1.34%
% of portfolio
1.05%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$604 Million0.29% of portfolio