Tci Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,929,916 shares of DFAC stock, worth $66.2 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
1,929,916
Previous 1,787,140
7.99%
Holding current value
$66.2 Million
Previous $57.6 Million
14.85%
% of portfolio
5.9%
Previous 5.72%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
925Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.94 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.72 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.29 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$609 Million0.28% of portfolio