Eagle Ridge Investment Management Dimensional ETF Tr U S Core Eq Transaction History
Eagle Ridge Investment Management
- $1.14 Billion
- Q3 2024
A detailed history of Eagle Ridge Investment Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Eagle Ridge Investment Management holds 10,511 shares of DFAC stock, worth $382,074. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,511
Previous 10,511
-0.0%
Holding current value
$382,074
Previous $338,000
6.51%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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