Walden Wealth Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Walden Wealth Partners LLC holds 840,299 shares of DFAC stock, worth $29.1 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
840,299
Previous 842,837
0.3%
Holding current value
$29.1 Million
Previous $26.4 Billion
2.79%
% of portfolio
15.12%
Previous 15.3%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio