Client 1 St Advisory Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Client 1 St Advisory Group, LLC
- $253 Million
- Q1 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 1,299,415 shares of DFAC stock, worth $45 Million. This represents 16.94% of its overall portfolio holdings.
Number of Shares
1,299,415
Previous 1,319,628
1.53%
Holding current value
$45 Million
Previous $45.7 Million
6.11%
% of portfolio
16.94%
Previous 17.83%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio