Capital Advisors Inc Dimensional ETF Tr U S Core Eq Transaction History
Capital Advisors Inc
- $4.88 Billion
- Q4 2024
A detailed history of Capital Advisors Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capital Advisors Inc holds 20,036 shares of DFAC stock, worth $720,294. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,036
Previous 30,716
34.77%
Holding current value
$720,294
Previous $1.05 Million
34.19%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,050Shares Held
793MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio