First Ascent Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 2,750,596 shares of DFAC stock, worth $99.2 Million. This represents 9.01% of its overall portfolio holdings.
Number of Shares
2,750,596
Previous 2,755,596
0.18%
Holding current value
$99.2 Million
Previous $72.2 Billion
11.36%
% of portfolio
9.01%
Previous 9.32%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio