Wcg Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 80,978 shares of DFAC stock, worth $2.92 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
80,978
Previous 75,614
7.09%
Holding current value
$2.92 Million
Previous $2.44 Million
13.9%
% of portfolio
0.19%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,050Shares Held
793MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$655 Million0.26% of portfolio