Assured Partners Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 230,734 shares of DFAC stock, worth $7.45 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
230,734
Previous 224,092
2.96%
Holding current value
$7.45 Million
Previous $7.75 Billion
1.8%
% of portfolio
1.47%
Previous 1.51%
Shares
2 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
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
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
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio