Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr U S Core Eq Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 361,172 shares of DFAC stock, worth $11.7 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
361,172
Previous 6,884,642
94.75%
Holding current value
$11.7 Million
Previous $188 Billion
94.38%
% of portfolio
1.83%
Previous 2.32%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio