Francis Financial, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 2024
A detailed history of Francis Financial, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Francis Financial, Inc. holds 19,727 shares of DFAC stock, worth $719,049. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,727
Previous 19,727
-0.0%
Holding current value
$719,049
Previous $635,000
6.46%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.83 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$647 Million0.28% of portfolio