First Foundation Advisors Dimensional ETF Tr U S Core Eq Transaction History
First Foundation Advisors
- $2.58 Billion
- Q3 2024
A detailed history of First Foundation Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, First Foundation Advisors holds 6,430 shares of DFAC stock, worth $226,336. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,430
Previous 13,456
52.21%
Holding current value
$226,336
Previous $433,000
49.19%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio