Bwm Planning, LLC Dimensional ETF Tr U S Core Eq Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bwm Planning, LLC holds 9,440 shares of DFAC stock, worth $321,054. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,440

Holding current value

$321,054

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$31.05 - $34.29 $293,112 - $323,697	9,440 New	9,440 $324 Million

Others Institutions Holding DFAC

# of Institutions

898

Shares Held

721M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

53.4M
Shares

$1.82 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.62 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.28 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.27 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$600 Million
0.29% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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