Wallace Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wallace Advisory Group, LLC
- $144 Billion
- Q1 2025
A detailed history of Wallace Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 9,579 shares of DFAC stock, worth $314,191. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,579
Previous 9,551
0.29%
Holding current value
$314,191
Previous $328 Million
1.17%
% of portfolio
0.23%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
801MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio