Wealth Spring Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
A detailed history of Wealth Spring Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 498,051 shares of DFAC stock, worth $16.4 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
498,051
Previous 489,795
1.69%
Holding current value
$16.4 Million
Previous $13.3 Billion
1.87%
% of portfolio
9.75%
Previous 9.63%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio