United Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, United Wealth Management, LLC holds 3,141,750 shares of DFAC stock, worth $112 Million. This represents 36.62% of its overall portfolio holdings.
Number of Shares
3,141,750Holding current value
$112 Million% of portfolio
36.62%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio