Waddell & Associates, LLC Dimensional ETF Tr U S Core Eq Transaction History
Waddell & Associates, LLC
- $815 Million
- Q3 2024
A detailed history of Waddell & Associates, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Waddell & Associates, LLC holds 7,840 shares of DFAC stock, worth $269,068. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,840
Previous 7,840
-0.0%
Holding current value
$269,068
Previous $252,000
6.35%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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
-
Lpl Financial LLC Fort Mill, SC17.7MShares$609 Million0.28% of portfolio