Wmg Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 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 $223,247. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,229
Previous 6,234
0.08%
Holding current value
$223,247
Previous $200,000
6.5%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio