Walden Wealth Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Walden Wealth Partners LLC holds 840,299 shares of DFAC stock, worth $32.5 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
840,299
Previous 842,837
0.3%
Holding current value
$32.5 Million
Previous $26.4 Billion
2.79%
% of portfolio
15.12%
Previous 15.3%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio