Wealth Enhancement & Preservation Of Ga, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 20,462 shares of DFAC stock, worth $679,747. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,462
Previous 20,391
0.35%
Holding current value
$679,747
Previous $519,000
6.94%
% of portfolio
0.54%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
684MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.72 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.5 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.31 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$579 Million0.3% of portfolio