Aprio Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 97,537 shares of DFAC stock, worth $3.51 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
97,537
Previous 98,591
1.07%
Holding current value
$3.51 Million
Previous $3.38 Million
0.18%
% of portfolio
0.54%
Previous 0.59%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
932Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 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$638 Million0.28% of portfolio