Wp Wealth LLP Dimensional ETF Tr U S Core Eq Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wp Wealth LLP holds 136,305 shares of DFAC stock, worth $4.72 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
136,305
Previous 112,893
20.74%
Holding current value
$4.72 Million
Previous $3.87 Billion
21.79%
% of portfolio
0.96%
Previous 0.8%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio