Camelot Technology Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Camelot Technology Advisors, Inc.
- $108 Billion
- Q1 2024
A detailed history of Camelot Technology Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Camelot Technology Advisors, Inc. holds 11,471 shares of DFAC stock, worth $381,296. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,471
Previous 11,447
0.21%
Holding current value
$381,296
Previous $335 Million
9.53%
% of portfolio
0.34%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.72 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.5 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.31 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$579 Million0.3% of portfolio