Applied Capital LLC Dimensional ETF Tr U S Core Eq Transaction History
Applied Capital LLC
- $165 Million
- Q1 2024
A detailed history of Applied Capital LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Applied Capital LLC holds 1,154,358 shares of DFAC stock, worth $39.6 Million. This represents 22.3% of its overall portfolio holdings.
Number of Shares
1,154,358
Previous 1,114,338
3.59%
Holding current value
$39.6 Million
Previous $32.6 Million
13.23%
% of portfolio
22.3%
Previous 18.44%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio