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 $444,496. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,143
Previous 13,288
1.09%
Holding current value
$444,496
Previous $456 Million
0.23%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio