Francis Financial, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Francis Financial, Inc.
- $402 Million
- Q4 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 14,876 shares of DFAC stock, worth $480,048. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,876
Previous 19,727
24.59%
Holding current value
$480,048
Previous $676,000
23.96%
% of portfolio
0.13%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,083Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio