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 $30.2 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
840,299
Previous 842,837
0.3%
Holding current value
$30.2 Million
Previous $26.4 Billion
2.79%
% of portfolio
15.12%
Previous 15.3%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio