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 $715,760. This represents 0.54% of its overall portfolio holdings.
Number of Shares
20,462
Previous 20,391
0.35%
Holding current value
$715,760
Previous $519,000
6.94%
% of portfolio
0.54%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio