Shotwell Rutter Baer Inc Dimensional ETF Tr U S Core Eq Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q1 2025
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 41,457 shares of DFAC stock, worth $1.44 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
41,457
Previous 41,650
0.46%
Holding current value
$1.44 Million
Previous $1.43 Billion
13.49%
% of portfolio
1.09%
Previous 1.2%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio