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 $336,774. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,255
Previous 6,248
64.13%
Holding current value
$336,774
Previous $164,000
83.54%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$597 Million0.26% of portfolio