Cardiff Park Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cardiff Park Advisors, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 4,216,820 shares of DFAC stock, worth $153 Million. This represents 9.97% of its overall portfolio holdings.
Number of Shares
4,216,820
Previous 4,175,578
0.99%
Holding current value
$153 Million
Previous $135 Million
7.41%
% of portfolio
9.97%
Previous 10.1%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio