Adroit Compliance, LLC Dimensional ETF Tr U S Core Eq Transaction History

Adroit Compliance, LLC

$479 Billion
Q4 2023

A detailed history of Adroit Compliance, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Adroit Compliance, LLC holds 8,365 shares of DFAC stock, worth $285,497. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,365

Holding current value

$285,497

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$24.91 - $29.38 $208,372 - $245,763	8,365 New	8,365 $245 Million

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

53.4M
Shares

$1.82 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.63 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.28 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.27 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$603 Million
0.29% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Adroit Compliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adroit Compliance, LLC with notifications on news.

Account

Adroit Compliance, LLC Dimensional ETF Tr U S Core Eq Transaction History