American Capital Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, American Capital Advisory, LLC holds 667,212 shares of DFAC stock, worth $22.7 Million. This represents 13.93% of its overall portfolio holdings.
Number of Shares
667,212
Previous 609,293
9.51%
Holding current value
$22.7 Million
Previous $15.5 Billion
25.62%
% of portfolio
13.93%
Previous 13.55%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$600 Million0.29% of portfolio