Wms Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wms Partners, LLC
- $1.7 Billion
- Q3 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wms Partners, LLC holds 896,129 shares of DFAC stock, worth $32.3 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
896,129
Previous 904,966
0.98%
Holding current value
$32.3 Million
Previous $29.2 Million
5.32%
% of portfolio
1.81%
Previous 1.93%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% 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$639 Million0.28% of portfolio