Legacy Wealth Managment, Llc/Id Dimensional ETF Tr U S Core Eq Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 120 shares of DFAC stock, worth $4,300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120Holding current value
$4,300% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio