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 $90.3 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
$90.3 Million
Previous $72.2 Billion
11.36%
% of portfolio
9.01%
Previous 9.32%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio