Clifford Swan Investment Counsel LLC Dimensional ETF Tr U S Core Eq Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 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 21,311 shares of DFAC stock, worth $776,785. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,311
Previous 21,311
-0.0%
Holding current value
$776,785
Previous $687,000
6.26%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.83 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$647 Million0.28% of portfolio