Wealth Management Strategies, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 458,049 shares of DFAC stock, worth $16.1 Million. This represents 12.31% of its overall portfolio holdings.
Number of Shares
458,049Holding current value
$16.1 Million% of portfolio
12.31%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio