Fiduciary Alliance LLC Dimensional ETF Tr U S Core Eq Transaction History
Fiduciary Alliance LLC
- $567 Billion
- Q1 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 14,726 shares of DFAC stock, worth $478,447. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,726
Previous 14,400
2.26%
Holding current value
$478,447
Previous $421 Million
11.33%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio