Aptus Capital Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Aptus Capital Advisors, LLC
- $4.95 Billion
- Q1 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 94,856 shares of DFAC stock, worth $3.08 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
94,856
Previous 92,203
2.88%
Holding current value
$3.08 Million
Previous $2.7 Million
12.43%
% of portfolio
0.06%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio