Collective Family Office LLC Dimensional ETF Tr U S Core Eq Transaction History
Collective Family Office LLC
- $364 Million
- Q3 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Collective Family Office LLC holds 32,293 shares of DFAC stock, worth $1.17 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
32,293
Previous 32,293
-0.0%
Holding current value
$1.17 Million
Previous $1.04 Million
6.34%
% of portfolio
0.3%
Previous 0.31%
Shares
4 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$1.82 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$645 Million0.28% of portfolio