Brewster Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Brewster Financial Planning LLC
- $116 Million
- Q1 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 38,044 shares of DFAC stock, worth $1.24 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
38,044
Previous 38,044
-0.0%
Holding current value
$1.24 Million
Previous $1.11 Million
9.26%
% of portfolio
1.05%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio