Us Advisors Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 191,462 shares of DFAC stock, worth $6.61 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
191,462
Previous 193,145
0.87%
Holding current value
$6.61 Million
Previous $6.6 Million
0.29%
% of portfolio
2.15%
Previous 2.31%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio