Evensky & Katz LLC Dimensional ETF Tr U S Core Eq Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Evensky & Katz LLC holds 7,904 shares of DFAC stock, worth $264,467. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,904
Previous 8,562
7.69%
Holding current value
$264,467
Previous $274,000
6.93%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.79 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.59 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.25 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$591 Million0.29% of portfolio