Valued Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 165,894 shares of DFAC stock, worth $5.35 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
165,894
Previous 202,724
18.17%
Holding current value
$5.35 Million
Previous $5.31 Billion
0.21%
% of portfolio
3.75%
Previous 4.91%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio