Cherry Creek Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Cherry Creek Investment Advisors, Inc.
- $178 Million
- Q1 2024
A detailed history of Cherry Creek Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cherry Creek Investment Advisors, Inc. holds 18,157 shares of DFAC stock, worth $581,931. This represents 0.33% of its overall portfolio holdings.
Number of Shares
18,157
Previous 18,157
-0.0%
Holding current value
$581,931
Previous $530,000
9.43%
% of portfolio
0.33%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
837Shares Held
678MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.66 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.44 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.26 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.21 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$558 Million0.3% of portfolio