Colonial Trust CO / Sc Dimensional ETF Tr U S Core Eq Transaction History
Colonial Trust CO / Sc
- $662 Million
- Q4 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Colonial Trust CO / Sc holds 17,949 shares of DFAC stock, worth $596,445. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,949
Previous 18,578
3.39%
Holding current value
$596,445
Previous $637,000
2.51%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio