Wr Wealth Planners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 10,823 shares of DFAC stock, worth $369,388. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,823
Previous 10,734
0.83%
Holding current value
$369,388
Previous $346,000
7.23%
% of portfolio
0.11%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio