Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Core Eq Transaction History
Clifford Swan Investment Counsel LLC
- $2.71 Billion
- Q2 2025
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 19,902 shares of DFAC stock, worth $763,042. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,902
Previous 20,357
2.24%
Holding current value
$763,042
Previous $671,000
6.26%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio