Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 879,895 shares of DFAC stock, worth $31.7 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
879,895
Previous 921,505
4.52%
Holding current value
$31.7 Million
Previous $31.6 Million
3.65%
% of portfolio
4.92%
Previous 4.98%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio