Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Advisors, Inc. holds 38,497 shares of DFAC stock, worth $1.27 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
38,497
Previous 38,497
-0.0%
Holding current value
$1.27 Million
Previous $1.05 Million
3.54%
% of portfolio
0.45%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio