Capital Financial Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Capital Financial Services, LLC
- $72 Million
- Q4 2022
A detailed history of Capital Financial Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capital Financial Services, LLC holds 15,435 shares of DFAC stock, worth $556,586. This represents 0.52% of its overall portfolio holdings.
Number of Shares
15,435
Previous 9,335
65.35%
Holding current value
$556,586
Previous $208,000
79.81%
% of portfolio
0.52%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio