Blue Chip Partners, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Blue Chip Partners, Inc.
- $1.08 Billion
- Q2 2024
A detailed history of Blue Chip Partners, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 49,462 shares of DFAC stock, worth $1.69 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
49,462
Previous 49,314
0.3%
Holding current value
$1.69 Million
Previous $1.58 Million
1.21%
% of portfolio
0.15%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$604 Million0.29% of portfolio