Buttonwood Financial Advisors Inc. Dimensional ETF Tr U S Core Eq Transaction History
Buttonwood Financial Advisors Inc.
- $222 Million
- Q4 2024
A detailed history of Buttonwood Financial Advisors Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Buttonwood Financial Advisors Inc. holds 95,110 shares of DFAC stock, worth $3.41 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
95,110
Previous 102,525
7.23%
Holding current value
$3.41 Million
Previous $3.52 Million
6.4%
% of portfolio
1.49%
Previous 1.58%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
980Shares Held
756MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio