C M Bidwell & Associates LTD Dimensional ETF Tr U S Core Eq Transaction History
C M Bidwell & Associates LTD
- $148 Million
- Q2 2024
A detailed history of C M Bidwell & Associates LTD transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, C M Bidwell & Associates LTD holds 103,818 shares of DFAC stock, worth $3.54 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
103,818
Previous 97,570
6.4%
Holding current value
$3.54 Million
Previous $3.12 Million
7.38%
% of portfolio
2.26%
Previous 2.14%
Shares
12 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