Wealth Architects, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Architects, LLC
- $739 Million
- Q1 2024
A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Architects, LLC holds 123,124 shares of DFAC stock, worth $3.98 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
123,124
Previous 121,455
1.37%
Holding current value
$3.98 Million
Previous $3.55 Million
10.79%
% of portfolio
0.53%
Previous 0.51%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares 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$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio