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 $712,880. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,036
Previous 30,716
34.77%
Holding current value
$712,880
Previous $1.05 Million
34.19%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
993Shares Held
763MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio