Fiduciary Alliance LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Alliance LLC
- $989 Billion
- Q4 2024
A detailed history of Fiduciary Alliance LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fiduciary Alliance LLC holds 13,143 shares of DFAC stock, worth $471,045. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,143
Previous 13,288
1.09%
Holding current value
$471,045
Previous $456 Million
0.23%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio