Commonwealth Equity Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Commonwealth Equity Services, LLC
- $60.2 Billion
- Q1 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 10,614,978 shares of DFAC stock, worth $342 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
10,614,978
Previous 10,197,855
4.09%
Holding current value
$342 Million
Previous $298 Million
13.78%
% of portfolio
0.56%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio