Olistico Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 2024
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Olistico Wealth, LLC holds 53,085 shares of DFAC stock, worth $1.91 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
53,085
Previous 53,085
-0.0%
Holding current value
$1.91 Million
Previous $1.82 Billion
0.87%
% of portfolio
1.07%
Previous 1.11%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio