Coppell Advisory Solutions LLC Dimensional ETF Tr U S Core Eq Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 5,618 shares of DFAC stock, worth $184,495. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,618
Previous 5,768
2.6%
Holding current value
$184,495
Previous $197 Million
1.32%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio