Allworth Financial LP Dimensional ETF Tr U S Core Eq Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Allworth Financial LP holds 3,236,902 shares of DFAC stock, worth $104 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
3,236,902
Previous 3,320,658
2.52%
Holding current value
$104 Million
Previous $97.1 Million
6.55%
% of portfolio
0.74%
Previous 0.74%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
838Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio