Wcg Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 60,331 shares of DFAC stock, worth $2.32 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
60,331
Previous 72,641
16.95%
Holding current value
$2.32 Million
Previous $2.4 Million
9.77%
% of portfolio
0.15%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,154Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio