Cedar Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cedar Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Cedar Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 302,298 shares of DFAC stock, worth $9.92 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
302,298
Previous 302,298
-0.0%
Holding current value
$9.92 Million
Previous $10.4 Million
0.91%
% of portfolio
3.78%
Previous 3.22%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio