Balasa Dinverno & Foltz LLC Dimensional ETF Tr U S Core Eq Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 127,560 shares of DFAC stock, worth $4.14 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
127,560
Previous 124,621
2.36%
Holding current value
$4.14 Million
Previous $2.9 Million
2.31%
% of portfolio
0.18%
Previous 0.18%
Shares
6 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