Criterion Capital Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Criterion Capital Advisors, LLC
- $159 Billion
- Q3 2024
A detailed history of Criterion Capital Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Criterion Capital Advisors, LLC holds 259,367 shares of DFAC stock, worth $8.96 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
259,367
Previous 259,367
-0.0%
Holding current value
$8.96 Million
Previous $8.36 Billion
-0.0%
% of portfolio
5.26%
Previous 5.26%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$610 Million0.29% of portfolio