Avidian Wealth Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 12,497 shares of DFAC stock, worth $422,648. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,497Holding current value
$422,648% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio