Cutler Investment Counsel LLC Dimensional ETF Tr U S Core Eq Transaction History
Cutler Investment Counsel LLC
- $733 Million
- Q2 2024
A detailed history of Cutler Investment Counsel LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cutler Investment Counsel LLC holds 11,925 shares of DFAC stock, worth $408,669. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,925
Previous 11,925
-0.0%
Holding current value
$408,669
Previous $381,000
0.79%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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