Visionary Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Visionary Wealth Advisors holds 326,748 shares of DFAC stock, worth $11.5 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
326,748
Previous 325,166
0.49%
Holding current value
$11.5 Million
Previous $10.5 Million
6.88%
% of portfolio
0.71%
Previous 0.71%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$627 Million0.28% of portfolio