Turtle Creek Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 4,990 shares of DFAC stock, worth $166,965. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,990Holding current value
$166,965% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$591 Million0.29% of portfolio