Black Point Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Black Point Wealth Management
- $86.3 Billion
- Q3 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Black Point Wealth Management holds 135,337 shares of DFAC stock, worth $4.68 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
135,337
Previous 129,952
4.14%
Holding current value
$4.68 Million
Previous $4.19 Billion
10.77%
% of portfolio
5.38%
Previous 4.34%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.96 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.73 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$614 Million0.28% of portfolio