Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Core Eq Transaction History
Clifford Swan Investment Counsel LLC
- $2.67 Billion
- Q4 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 20,357 shares of DFAC stock, worth $656,920. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,357
Previous 21,311
4.48%
Holding current value
$656,920
Previous $730,000
3.56%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio