Delap Wealth Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
Delap Wealth Advisory, LLC
- $158 Billion
- Q3 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 402,007 shares of DFAC stock, worth $14.2 Million. This represents 8.72% of its overall portfolio holdings.
Number of Shares
402,007
Previous 855,696
53.02%
Holding current value
$14.2 Million
Previous $27.6 Billion
50.03%
% of portfolio
8.72%
Previous 12.7%
Shares
9 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
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Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
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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