Mgb Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mgb Wealth Management, LLC
- $322 Billion
- Q4 2024
A detailed history of Mgb Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 36,915 shares of DFAC stock, worth $1.29 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
36,915
Previous 43,915
15.94%
Holding current value
$1.29 Million
Previous $1.51 Billion
15.2%
% of portfolio
0.4%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio