Charles Schwab Trust CO Dimensional ETF Tr U S Core Eq Transaction History

Charles Schwab Trust CO

$1.14 Billion
Q3 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 $631,363. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,369

Holding current value

$631,363

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$31.05 - $34.29 $539,307 - $595,583	17,369 New	17,369 $595,000

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Charles Schwab Trust CO Dimensional ETF Tr U S Core Eq Transaction History