Prio Wealth Limited Partnership Dimensional ETF Tr U S Core Eq Transaction History
Prio Wealth Limited Partnership
- $3.38 Billion
- Q3 2024
A detailed history of Prio Wealth Limited Partnership transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Prio Wealth Limited Partnership holds 30,274 shares of DFAC stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,274
Previous 30,274
-0.0%
Holding current value
$1.17 Million
Previous $976,000
6.35%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio