Beckerman Institutional, LLC Dimensional ETF Tr U S Core Eq Transaction History
Beckerman Institutional, LLC
- $125 Million
- Q4 2024
A detailed history of Beckerman Institutional, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Beckerman Institutional, LLC holds 107,989 shares of DFAC stock, worth $3.87 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
107,989
Previous 100,804
7.13%
Holding current value
$3.87 Million
Previous $3.46 Million
8.04%
% of portfolio
2.99%
Previous 2.91%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares 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$636 Million0.28% of portfolio