Wny Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Wny Asset Management, LLC
- $826 Million
- Q3 2024
A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wny Asset Management, LLC holds 1,079,989 shares of DFAC stock, worth $38.1 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
1,079,989
Previous 873,351
23.66%
Holding current value
$38.1 Million
Previous $28.2 Million
31.52%
% of portfolio
4.48%
Previous 3.89%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio