Carmel Capital Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Carmel Capital Partners, LLC

$248 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$22.75 - $27.77 $476,362 - $581,476	-20,939 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$26.63 - $29.09 $557,605 - $609,115	20,939 New	20,939 $607,000

Others Institutions Holding DFAC

# of Institutions

917

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.03 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.79 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.35 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.34 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$635 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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