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 $19.2 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
498,051
Previous 489,795
1.69%
Holding current value
$19.2 Million
Previous $13.3 Billion
1.87%
% of portfolio
9.75%
Previous 9.63%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio