Destiny Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Destiny Wealth Partners, LLC
- $573 Million
- Q4 2024
A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 13,326 shares of DFAC stock, worth $459,880. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,326
Previous 13,326
-0.0%
Holding current value
$459,880
Previous $456,000
1.1%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio