Brewster Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Brewster Financial Planning LLC
- $129 Million
- Q3 2024
A detailed history of Brewster Financial Planning LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Brewster Financial Planning LLC holds 37,270 shares of DFAC stock, worth $1.27 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
37,270
Previous 37,270
-0.0%
Holding current value
$1.27 Million
Previous $1.28 Million
-0.0%
% of portfolio
0.99%
Previous 0.99%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio