Blue Chip Partners, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Blue Chip Partners, Inc.
- $1.15 Billion
- Q3 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 24,732 shares of DFAC stock, worth $899,008. This represents 0.07% of its overall portfolio holdings.
Number of Shares
24,732
Previous 49,462
50.0%
Holding current value
$899,008
Previous $1.59 Million
46.8%
% of portfolio
0.07%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio