Vance Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Vance Wealth, Inc.
- $257 Million
- Q4 2024
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vance Wealth, Inc. holds 1,631,220 shares of DFAC stock, worth $52.6 Million. This represents 21.92% of its overall portfolio holdings.
Number of Shares
1,631,220
Previous 1,669,408
2.29%
Holding current value
$52.6 Million
Previous $57.2 Million
1.4%
% of portfolio
21.92%
Previous 21.8%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,074Shares Held
803MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio