Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Advisors, Inc. holds 38,497 shares of DFAC stock, worth $1.5 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
38,497
Previous 38,497
-0.0%
Holding current value
$1.5 Million
Previous $1.05 Million
3.54%
% of portfolio
0.45%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,158Shares Held
842MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio