Advisory Services & Investments, LLC Dimensional ETF Tr U S Core Eq Transaction History
Advisory Services & Investments, LLC
- $131 Million
- Q3 2024
A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 339,698 shares of DFAC stock, worth $12.2 Million. This represents 8.87% of its overall portfolio holdings.
Number of Shares
339,698
Previous 332,842
2.06%
Holding current value
$12.2 Million
Previous $10.7 Million
8.56%
% of portfolio
8.87%
Previous 8.22%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio