Williams & Novak, LLC Dimensional ETF Tr U S Core Eq Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Williams & Novak, LLC holds 8,606 shares of DFAC stock, worth $292,690. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,606
Previous 7,160
20.2%
Holding current value
$292,690
Previous $231 Million
27.84%
% of portfolio
0.28%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
899Shares 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