Mendota Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mendota Financial Group, LLC
- $209 Billion
- Q3 2024
A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mendota Financial Group, LLC holds 28,957 shares of DFAC stock, worth $1.04 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
28,957
Previous 41,836
30.78%
Holding current value
$1.04 Million
Previous $1.35 Billion
26.39%
% of portfolio
0.47%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio