Cooper Financial Group Dimensional ETF Tr U S Core Eq Transaction History
Cooper Financial Group
- $808 Million
- Q4 2024
A detailed history of Cooper Financial Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cooper Financial Group holds 32,527 shares of DFAC stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
32,527
Previous 36,362
10.55%
Holding current value
$1.16 Million
Previous $1.25 Million
9.71%
% of portfolio
0.14%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
972Shares Held
755MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio