Wealth Preservation Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 3,087 shares of DFAC stock, worth $110,205. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,087Holding current value
$110,205% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.92 Billion4.13% of portfolio
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Envestnet Asset Management Inc52.2MShares$1.86 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.35 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$620 Million0.23% of portfolio