Western Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Western Wealth Management, LLC
- $1.62 Billion
- Q2 2025
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 119,877 shares of DFAC stock, worth $4.68 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
119,877
Previous 120,082
0.17%
Holding current value
$4.68 Million
Previous $3.96 Million
8.46%
% of portfolio
0.26%
Previous 0.27%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio