Cra Financial Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cra Financial Services, LLC
- $442 Million
- Q1 2024
A detailed history of Cra Financial Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cra Financial Services, LLC holds 25,195 shares of DFAC stock, worth $815,310. This represents 0.18% of its overall portfolio holdings.
Number of Shares
25,195
Previous 25,195
-0.0%
Holding current value
$815,310
Previous $736,000
9.24%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio