Marietta Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Marietta Wealth Management, LLC
- $676 Million
- Q4 2024
A detailed history of Marietta Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 72,158 shares of DFAC stock, worth $2.37 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
72,158
Previous 72,158
-0.0%
Holding current value
$2.37 Million
Previous $2.47 Million
0.89%
% of portfolio
0.37%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio