Von Berge Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 8,657 shares of DFAC stock, worth $284,122. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,657
Previous 8,034
7.75%
Holding current value
$284,122
Previous $256,000
8.98%
% of portfolio
0.18%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio