Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 2025
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 116,868 shares of DFAC stock, worth $4.05 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
116,868
Previous 97,312
20.1%
Holding current value
$4.05 Million
Previous $3.37 Billion
14.54%
% of portfolio
0.84%
Previous 0.79%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares 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