Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 97,090 shares of DFAC stock, worth $3.48 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
97,090
Previous 96,879
0.22%
Holding current value
$3.48 Million
Previous $3.12 Billion
6.59%
% of portfolio
0.78%
Previous 0.86%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio