Colton Groome Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Colton Groome Financial Advisors, LLC
- $249 Million
- Q1 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 24,838 shares of DFAC stock, worth $826,360. This represents 0.32% of its overall portfolio holdings.
Number of Shares
24,838
Previous 24,838
-0.0%
Holding current value
$826,360
Previous $726,000
9.23%
% of portfolio
0.32%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
842Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.72 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.5 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.31 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.26 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$579 Million0.3% of portfolio