Capital Investment Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Capital Investment Advisory Services, LLC
- $972 Million
- Q4 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 1,657 shares of DFAC stock, worth $57,995. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,657
Previous 1,956
15.29%
Holding current value
$57,995
Previous $67,000
14.93%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio