Advisor Os, LLC Dimensional ETF Tr U S Core Eq Transaction History
Advisor Os, LLC
- $884 Million
- Q2 2024
A detailed history of Advisor Os, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Advisor Os, LLC holds 51,470 shares of DFAC stock, worth $1.78 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
51,470
Previous 53,171
3.2%
Holding current value
$1.78 Million
Previous $1.7 Million
2.3%
% of portfolio
0.19%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
899Shares Held
715MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio