Burleson & Company, LLC Dimensional ETF Tr U S Core Eq Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Burleson & Company, LLC holds 4,006 shares of DFAC stock, worth $141,011. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,006
Previous 4,006
-0.0%
Holding current value
$141,011
Previous $89,000
8.99%
% of portfolio
0.03%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio