Criterion Capital Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Criterion Capital Advisors, LLC
- $159 Billion
- Q2 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 $8.89 Million. This represents 5.26% of its overall portfolio holdings.
Number of Shares
259,367
Previous 202,937
27.81%
Holding current value
$8.89 Million
Previous $6.48 Billion
28.97%
% of portfolio
5.26%
Previous 4.32%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio