Triad Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 12,146 shares of DFAC stock, worth $432,154. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,146Holding current value
$432,154% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio