Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr U S Core Eq Transaction History
Sanctuary Wealth Management, L.L.C.
- $141 Million
- Q4 2024
A detailed history of Sanctuary Wealth Management, L.L.C. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Sanctuary Wealth Management, L.L.C. holds 68,839 shares of DFAC stock, worth $2.48 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
68,839
Previous 68,883
0.06%
Holding current value
$2.48 Million
Previous $2.36 Million
0.85%
% of portfolio
1.68%
Previous 1.76%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,050Shares Held
793MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$655 Million0.26% of portfolio