Fmfe Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Fmfe Wealth Management, LLC
- $108 Billion
- Q2 2024
A detailed history of Fmfe Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fmfe Wealth Management, LLC holds 35,902 shares of DFAC stock, worth $1.19 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
35,902
Previous 35,739
0.46%
Holding current value
$1.19 Million
Previous $1.14 Billion
1.37%
% of portfolio
1.08%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio