Wealth Collab, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Collab, LLC
- $162 Billion
- Q1 2025
A detailed history of Wealth Collab, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Collab, LLC holds 71,866 shares of DFAC stock, worth $2.49 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
71,866
Previous 74,830
3.96%
Holding current value
$2.49 Million
Previous $2.59 Billion
8.4%
% of portfolio
1.46%
Previous 1.65%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio