Bos Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Bos Asset Management, LLC
- $291 Billion
- Q1 2025
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bos Asset Management, LLC holds 10,871 shares of DFAC stock, worth $372,331. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,871
Previous 11,811
7.96%
Holding current value
$372,331
Previous $409 Million
12.22%
% of portfolio
0.12%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.79 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$595 Million0.23% of portfolio