Trajan Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Trajan Wealth LLC
- $1.56 Trillion
- Q2 2024
A detailed history of Trajan Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Trajan Wealth LLC holds 662,933 shares of DFAC stock, worth $22.7 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
662,933
Previous 683,984
3.08%
Holding current value
$22.7 Million
Previous $21.9 Billion
2.2%
% of portfolio
1.37%
Previous 1.48%
Shares
2 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