Disciplined Equity Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Disciplined Equity Management, Inc.
- $158 Million
- Q3 2024
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 35,890 shares of DFAC stock, worth $1.3 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
35,890
Previous 35,820
0.2%
Holding current value
$1.3 Million
Previous $1.15 Million
6.59%
% of portfolio
0.78%
Previous 0.76%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio