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 $17.3 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
498,051
Previous 489,795
1.69%
Holding current value
$17.3 Million
Previous $13.3 Billion
1.87%
% of portfolio
9.75%
Previous 9.63%
Shares
5 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