Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealthcare Advisory Partners LLC
- $3.49 Billion
- Q4 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 706,932 shares of DFAC stock, worth $25.2 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
706,932
Previous 665,976
6.15%
Holding current value
$25.2 Million
Previous $22.8 Million
7.11%
% of portfolio
0.7%
Previous 0.67%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio