Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Werba Rubin Papier Wealth Management
- $345 Billion
- Q1 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 95,868 shares of DFAC stock, worth $3.11 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
95,868
Previous 97,490
1.66%
Holding current value
$3.11 Million
Previous $2.85 Billion
7.49%
% of portfolio
0.89%
Previous 0.97%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 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$566 Million0.3% of portfolio