Altiora Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Altiora Financial Group, LLC
- $512 Billion
- Q2 2025
A detailed history of Altiora Financial Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Altiora Financial Group, LLC holds 3,013,823 shares of DFAC stock, worth $116 Million. This represents 21.1% of its overall portfolio holdings.
Number of Shares
3,013,823
Previous 3,045,031
1.02%
Holding current value
$116 Million
Previous $100 Billion
7.53%
% of portfolio
21.1%
Previous 21.36%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio