Vance Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Vance Wealth, Inc.
- $263 Million
- Q3 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 1,669,408 shares of DFAC stock, worth $60.2 Million. This represents 21.8% of its overall portfolio holdings.
Number of Shares
1,669,408
Previous 1,654,357
0.91%
Holding current value
$60.2 Million
Previous $53.3 Million
7.33%
% of portfolio
21.8%
Previous 21.98%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio