Kore Private Wealth LLC Dimensional ETF Tr U S Core Eq Transaction History
Kore Private Wealth LLC
- $554 Million
- Q3 2022
A detailed history of Kore Private Wealth LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kore Private Wealth LLC holds 10,304 shares of DFAC stock, worth $355,591. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,304
Previous 10,304
-0.0%
Holding current value
$355,591
Previous $240,000
4.58%
% of portfolio
0.04%
Previous 0.04%
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