Olistico Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 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 $1.83 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
53,085
Previous 58,892
9.86%
Holding current value
$1.83 Million
Previous $1.9 Billion
4.13%
% of portfolio
1.11%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$610 Million0.29% of portfolio