Wcg Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
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 51,942 shares of DFAC stock, worth $1.69 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
51,942
Previous 50,674
2.5%
Holding current value
$1.69 Million
Previous $1.48 Million
12.02%
% of portfolio
0.14%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio