Wealthcare Advisory Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealthcare Advisory Partners LLC
- $3.43 Billion
- Q3 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 665,976 shares of DFAC stock, worth $22.9 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
665,976
Previous 669,774
0.57%
Holding current value
$22.9 Million
Previous $21.6 Million
5.76%
% of portfolio
0.67%
Previous 0.69%
Shares
14 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