Colonial Trust CO / Sc Dimensional ETF Tr U S Core Eq Transaction History
Colonial Trust CO / Sc
- $637 Million
- Q3 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Colonial Trust CO / Sc holds 18,578 shares of DFAC stock, worth $654,131. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,578
Previous 18,578
-0.0%
Holding current value
$654,131
Previous $598,000
6.52%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
928Shares Held
743MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio