Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealthcare Advisory Partners LLC
- $3.49 Billion
- Q4 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 706,932 shares of DFAC stock, worth $25.4 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
706,932
Previous 665,976
6.15%
Holding current value
$25.4 Million
Previous $22.8 Million
7.11%
% of portfolio
0.7%
Previous 0.67%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio