Financial Insights, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Financial Insights, Inc.
- $303 Million
- Q3 2024
A detailed history of Financial Insights, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Insights, Inc. holds 236,351 shares of DFAC stock, worth $8.5 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
236,351
Previous 278,941
15.27%
Holding current value
$8.5 Million
Previous $8.99 Million
9.89%
% of portfolio
2.68%
Previous 2.52%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio