Charles Schwab Trust CO Dimensional ETF Tr U S Core Eq Transaction History
Charles Schwab Trust CO
- $1.14 Billion
- Q4 2024
A detailed history of Charles Schwab Trust CO transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Charles Schwab Trust CO holds 17,369 shares of DFAC stock, worth $622,504. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,369
Previous 17,369
-0.0%
Holding current value
$622,504
Previous $595,000
0.84%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
930Shares Held
745MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio