Evergreen Capital Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Evergreen Capital Management LLC
- $2.75 Billion
- Q1 2025
A detailed history of Evergreen Capital Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Evergreen Capital Management LLC holds 35,283 shares of DFAC stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,283
Previous 35,283
-0.0%
Holding current value
$1.14 Million
Previous $1.22 Million
4.67%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
809MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.74 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio