Advanced Research Investment Solutions, LLC Dimensional ETF Tr U S Core Eq Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$22.24 - $26.54 $81,398 - $97,136	-3,660 Reduced 21.73%	13,181 $293,000
Q2 2021 Aug 13, 2021	BUY	$25.92 - $26.98 $436,518 - $454,370	16,841 New	16,841 $454,000

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.83 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$647 Million
0.28% of portfolio

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About DIMENSIONAL ETF TR U S CORE EQ

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