Dynamic Advisor Solutions LLC Dimensional ETF Tr U S Core Eq Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 1,087,028 shares of DFAC stock, worth $38.3 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
1,087,028
Previous 1,062,169
2.34%
Holding current value
$38.3 Million
Previous $36.4 Million
3.27%
% of portfolio
1.63%
Previous 1.11%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio