Wealthspan Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthspan Partners, LLC holds 92,342 shares of DFAC stock, worth $3.16 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
92,342
Previous 88,868
3.91%
Holding current value
$3.16 Million
Previous $2.84 Million
4.86%
% of portfolio
1.67%
Previous 1.68%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio