Collective Family Office LLC Dimensional ETF Tr U S Core Eq Transaction History
Collective Family Office LLC
- $360 Million
- Q4 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 0.31% of its overall portfolio holdings.
Number of Shares
32,293
Previous 32,293
-0.0%
Holding current value
$1.17 Million
Previous $1.11 Million
0.9%
% of portfolio
0.31%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,052Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio