Gps Wealth Strategies Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Gps Wealth Strategies Group, LLC
- $705 Million
- Q1 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 13,120 shares of DFAC stock, worth $411,836. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,120
Previous 13,034
0.66%
Holding current value
$411,836
Previous $450,000
4.44%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.8 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$570 Million0.26% of portfolio