Rockbridge Investment Management, Lcc Dimensional ETF Tr U S Core Eq Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 930,243 shares of DFAC stock, worth $31.6 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
930,243
Previous 852,756
9.09%
Holding current value
$31.6 Million
Previous $27.2 Billion
10.08%
% of portfolio
4.25%
Previous 3.99%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio