Wallace Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wallace Advisory Group, LLC
- $133 Billion
- Q1 2024
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 9,477 shares of DFAC stock, worth $315,299. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,477
Previous 9,444
0.35%
Holding current value
$315,299
Previous $247 Million
11.96%
% of portfolio
0.21%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
842Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.72 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.5 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.31 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.26 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$579 Million0.3% of portfolio