Bartlett & Co. LLC Dimensional ETF Tr U S Core Eq Transaction History
Bartlett & Co. LLC
- $6.16 Billion
- Q4 2023
A detailed history of Bartlett & Co. LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bartlett & Co. LLC holds 10,255 shares of DFAC stock, worth $344,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,255
Previous 6,248
64.13%
Holding current value
$344,670
Previous $164,000
83.54%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.8 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.6 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$593 Million0.29% of portfolio