Wealthpoint, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthpoint, LLC holds 21,680 shares of DFAC stock, worth $705,900. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,680
Previous 22,320
2.87%
Holding current value
$705,900
Previous $605,000
6.12%
% of portfolio
0.23%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio