Grey Fox Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Grey Fox Wealth Advisors, LLC
- $365 Billion
- Q4 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 59,477 shares of DFAC stock, worth $2.01 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
59,477
Previous 59,452
0.04%
Holding current value
$2.01 Million
Previous $2.04 Billion
0.92%
% of portfolio
0.56%
Previous 0.57%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio