Worth Pointe, LLC Dimensional ETF Tr U S Core Eq Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
A detailed history of Worth Pointe, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Worth Pointe, LLC holds 2,132,937 shares of DFAC stock, worth $77.5 Million. This represents 31.1% of its overall portfolio holdings.
Number of Shares
2,132,937
Previous 2,162,602
1.37%
Holding current value
$77.5 Million
Previous $69.7 Million
4.9%
% of portfolio
31.1%
Previous 32.06%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio