En Rich Financial Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
En Rich Financial Partners LLC
- $273 Billion
- Q2 2024
A detailed history of En Rich Financial Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, En Rich Financial Partners LLC holds 12,482 shares of DFAC stock, worth $432,501. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,482
Previous 15,152
17.62%
Holding current value
$432,501
Previous $484 Million
16.87%
% of portfolio
0.15%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
899Shares Held
715MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio