Dynamic Advisor Solutions LLC Dimensional ETF Tr U S Core Eq Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 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 1,062,169 shares of DFAC stock, worth $37.6 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
1,062,169
Previous 1,024,258
3.7%
Holding current value
$37.6 Million
Previous $33 Million
10.29%
% of portfolio
1.11%
Previous 1.06%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio