Wny Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wny Asset Management, LLC
- $773 Million
- Q4 2024
A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wny Asset Management, LLC holds 1,204,351 shares of DFAC stock, worth $39.6 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
1,204,351
Previous 1,079,989
11.52%
Holding current value
$39.6 Million
Previous $37 Million
12.52%
% of portfolio
5.39%
Previous 4.48%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio