Fort Point Capital Partners LLC Dimensional ETF Tr U S Core Eq Transaction History
Fort Point Capital Partners LLC
- $749 Million
- Q1 2024
A detailed history of Fort Point Capital Partners LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 257,338 shares of DFAC stock, worth $8.3 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
257,338
Previous 257,338
-0.0%
Holding current value
$8.3 Million
Previous $7.52 Million
9.31%
% of portfolio
1.1%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio