Wbh Advisory Inc Dimensional ETF Tr U S Core Eq Transaction History
Wbh Advisory Inc
- $1.07 Billion
- Q4 2024
A detailed history of Wbh Advisory Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wbh Advisory Inc holds 16,478 shares of DFAC stock, worth $586,287. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,478
Previous 16,478
-0.0%
Holding current value
$586,287
Previous $565,000
0.88%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio