Bos Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bos Asset Management, LLC
- $272 Billion
- Q3 2024
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bos Asset Management, LLC holds 11,685 shares of DFAC stock, worth $418,790. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,685
Previous 11,522
1.41%
Holding current value
$418,790
Previous $371 Million
7.86%
% of portfolio
0.15%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
902Shares Held
729MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.71 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.29% of portfolio