Altiora Financial Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Altiora Financial Group, LLC
- $368 Billion
- Q1 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 3,089,712 shares of DFAC stock, worth $99.6 Million. This represents 26.8% of its overall portfolio holdings.
Number of Shares
3,089,712
Previous 3,274,115
5.63%
Holding current value
$99.6 Million
Previous $95.7 Billion
3.15%
% of portfolio
26.8%
Previous 27.74%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares 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