Wealthstream Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 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 1,005,966 shares of DFAC stock, worth $32.8 Million. This represents 12.6% of its overall portfolio holdings.
Number of Shares
1,005,966
Previous 972,613
3.43%
Holding current value
$32.8 Million
Previous $28.4 Million
13.05%
% of portfolio
12.6%
Previous 11.92%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio