Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,540 shares of DFAC stock, worth $307,855. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,540Holding current value
$307,855% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio