Wmg Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 6,229 shares of DFAC stock, worth $223,932. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,229
Previous 6,229
-0.0%
Holding current value
$223,932
Previous $213,000
0.94%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio