Fiduciary Alliance LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Alliance LLC
- $754 Billion
- Q3 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 13,288 shares of DFAC stock, worth $470,262. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,288
Previous 14,726
9.77%
Holding current value
$470,262
Previous $477 Million
4.38%
% of portfolio
0.06%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall 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$628 Million0.28% of portfolio