Global Wealth Strategies & Associates Dimensional ETF Tr U S Core Eq Transaction History
Global Wealth Strategies & Associates
- $320 Billion
- Q4 2024
A detailed history of Global Wealth Strategies & Associates transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 2,285 shares of DFAC stock, worth $76,501. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,285
Previous 2,784
17.92%
Holding current value
$76,501
Previous $95.5 Million
17.2%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio