Brewster Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Brewster Financial Planning LLC
- $132 Million
- Q4 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 $1.33 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
37,270
Previous 37,270
-0.0%
Holding current value
$1.33 Million
Previous $1.28 Million
0.94%
% of portfolio
0.98%
Previous 0.99%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,036Shares Held
794MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.04 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.31 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio