Better Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Better Wealth, LLC
- $357 Million
- Q4 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Better Wealth, LLC holds 2,848,350 shares of DFAC stock, worth $102 Million. This represents 27.63% of its overall portfolio holdings.
Number of Shares
2,848,350
Previous 2,925,380
2.63%
Holding current value
$102 Million
Previous $100 Million
1.75%
% of portfolio
27.63%
Previous 30.38%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio