Disciplined Equity Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Disciplined Equity Management, Inc.
- $152 Million
- Q2 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 35,820 shares of DFAC stock, worth $1.23 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
35,820
Previous 35,570
0.7%
Holding current value
$1.23 Million
Previous $1.14 Million
1.58%
% of portfolio
0.76%
Previous 0.75%
Shares
9 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