Advisor Net Financial, Inc Dimensional ETF Tr U S Core Eq Transaction History
Advisor Net Financial, Inc
- $1.13 Billion
- Q4 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Advisor Net Financial, Inc holds 424,342 shares of DFAC stock, worth $15.2 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
424,342
Previous 377,157
12.51%
Holding current value
$15.2 Million
Previous $12.9 Million
13.53%
% of portfolio
1.3%
Previous 1.02%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio