Bridgeworth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bridgeworth, LLC holds 4,180,504 shares of DFAC stock, worth $147 Million. This represents 12.11% of its overall portfolio holdings.
Number of Shares
4,180,504
Previous 4,222,459
0.99%
Holding current value
$147 Million
Previous $111 Million
10.46%
% of portfolio
12.11%
Previous 12.24%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio