Wcg Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 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 80,978 shares of DFAC stock, worth $2.92 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
80,978
Previous 75,614
7.09%
Holding current value
$2.92 Million
Previous $2.44 Million
13.9%
% of portfolio
0.19%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio