Financial Advocates Investment Management Dimensional ETF Tr U S Core Eq Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 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 86,192 shares of DFAC stock, worth $3.05 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
86,192
Previous 88,802
2.94%
Holding current value
$3.05 Million
Previous $2.86 Million
3.25%
% of portfolio
0.17%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio