Werba Rubin Papier Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 97,312 shares of DFAC stock, worth $3.36 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
97,312
Previous 97,090
0.23%
Holding current value
$3.36 Million
Previous $3.33 Billion
1.11%
% of portfolio
0.79%
Previous 0.78%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio