Black Diamond Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Black Diamond Financial, LLC
- $667 Million
- Q4 2024
A detailed history of Black Diamond Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Black Diamond Financial, LLC holds 6,175 shares of DFAC stock, worth $204,392. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,175
Previous 6,175
-0.0%
Holding current value
$204,392
Previous $211,000
0.95%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio