Williams & Novak, LLC Dimensional ETF Tr U S Core Eq Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Williams & Novak, LLC holds 6,759 shares of DFAC stock, worth $218,112. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,759
Previous 8,606
21.46%
Holding current value
$218,112
Previous $295 Million
20.78%
% of portfolio
0.23%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio