Adviser Investments LLC Dimensional ETF Tr U S Core Eq Transaction History
Adviser Investments LLC
- $7.95 Billion
- Q3 2024
A detailed history of Adviser Investments LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Adviser Investments LLC holds 19,514 shares of DFAC stock, worth $693,527. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,514
Previous 15,162
28.7%
Holding current value
$693,527
Previous $488,000
37.09%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
920Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio