Financial Advocates Investment Management Dimensional ETF Tr U S Core Eq Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
A detailed history of Financial Advocates Investment Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Advocates Investment Management holds 82,560 shares of DFAC stock, worth $2.74 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
82,560
Previous 86,192
4.21%
Holding current value
$2.74 Million
Previous $2.96 Million
3.35%
% of portfolio
0.17%
Previous 0.17%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.55 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.25 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$604 Million0.26% of portfolio