Western Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Western Wealth Management, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Western Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Western Wealth Management, LLC holds 137,383 shares of DFAC stock, worth $4.69 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
137,383
Previous 139,900
1.8%
Holding current value
$4.69 Million
Previous $4.47 Million
0.9%
% of portfolio
0.33%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio