Hassell Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Hassell Wealth Management, LLC
- $223 Billion
- Q2 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 475,052 shares of DFAC stock, worth $16.2 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
475,052
Previous 480,620
1.16%
Holding current value
$16.2 Million
Previous $14.8 Billion
5.89%
% of portfolio
7.01%
Previous 9.36%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 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$600 Million0.29% of portfolio