Wealthstream Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 4,781,894 shares of DFAC stock, worth $159 Million. This represents 31.89% of its overall portfolio holdings.
Number of Shares
4,781,894
Previous 4,517,361
5.86%
Holding current value
$159 Million
Previous $155 Million
6.81%
% of portfolio
31.89%
Previous 30.86%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio