Bcu Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bcu Wealth Advisors, LLC
- $175 Billion
- Q4 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 2,167,517 shares of DFAC stock, worth $77.3 Million. This represents 42.83% of its overall portfolio holdings.
Number of Shares
2,167,517
Previous 2,142,200
1.18%
Holding current value
$77.3 Million
Previous $73.5 Billion
2.07%
% of portfolio
42.83%
Previous 43.79%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
972Shares Held
755MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio