Williams & Novak, LLC Dimensional ETF Tr U S Core Eq Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Williams & Novak, LLC holds 6,759 shares of DFAC stock, worth $242,242. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,759
Previous 8,606
21.46%
Holding current value
$242,242
Previous $295 Million
20.78%
% of portfolio
0.23%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio