Barry Investment Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Barry Investment Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Barry Investment Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 14,308 shares of DFAC stock, worth $514,515. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,308
Previous 14,263
0.32%
Holding current value
$514,515
Previous $489,000
1.23%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
965Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio