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 $27.9 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
840,299
Previous 842,837
0.3%
Holding current value
$27.9 Million
Previous $26.4 Billion
2.79%
% of portfolio
15.12%
Previous 15.3%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio