Fiduciary Alliance LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Alliance LLC
- $616 Billion
- Q2 2024
A detailed history of Fiduciary Alliance LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fiduciary Alliance LLC holds 14,726 shares of DFAC stock, worth $504,660. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,726
Previous 14,726
-0.0%
Holding current value
$504,660
Previous $469 Million
1.7%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio