David Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, David Wealth Management LLC holds 692,030 shares of DFAC stock, worth $24.2 Million. This represents 19.77% of its overall portfolio holdings.
Number of Shares
692,030Holding current value
$24.2 Million% of portfolio
19.77%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio