Financial Council Asset Management Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Council Asset Management Inc
- $194 Million
- Q4 2024
A detailed history of Financial Council Asset Management Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Council Asset Management Inc holds 147,695 shares of DFAC stock, worth $5.17 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
147,695
Previous 143,232
3.12%
Holding current value
$5.17 Million
Previous $4.91 Million
4.05%
% of portfolio
2.64%
Previous 2.56%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio