Altiora Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Altiora Financial Group, LLC
- $460 Billion
- Q4 2024
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 3,028,985 shares of DFAC stock, worth $106 Million. This represents 22.8% of its overall portfolio holdings.
Number of Shares
3,028,985
Previous 3,111,951
2.67%
Holding current value
$106 Million
Previous $107 Billion
1.81%
% of portfolio
22.8%
Previous 23.59%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio