Colton Groome Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Colton Groome Financial Advisors, LLC
- $267 Million
- Q3 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 $864,859. This represents 0.32% of its overall portfolio holdings.
Number of Shares
24,838
Previous 24,838
-0.0%
Holding current value
$864,859
Previous $800,000
6.38%
% of portfolio
0.32%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio