Coston, Mc Isaac & Partners Dimensional ETF Tr U S Core Eq Transaction History
Coston, Mc Isaac & Partners
- $298 Million
- Q3 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 44,348 shares of DFAC stock, worth $1.58 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
44,348
Previous 44,280
0.15%
Holding current value
$1.58 Million
Previous $1.43 Million
6.52%
% of portfolio
0.51%
Previous 0.54%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
920Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 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$631 Million0.28% of portfolio