Lane & Associates LLC Dimensional ETF Tr U S Core Eq Transaction History
Lane & Associates LLC
- $184 Million
- Q1 2025
A detailed history of Lane & Associates LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lane & Associates LLC holds 35,848 shares of DFAC stock, worth $1.26 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
35,848
Previous 33,402
7.32%
Holding current value
$1.26 Million
Previous $1.16 Million
2.34%
% of portfolio
0.64%
Previous 0.62%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.9 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.84 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.33 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$612 Million0.23% of portfolio