Francis Financial, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Francis Financial, Inc.

$304 Million
Q2 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 $647,440. This represents 0.21% of its overall portfolio holdings.

Number of Shares

19,727

Holding current value

$647,440

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$30.09 - $32.37 $593,585 - $638,562	19,727 New	19,727 $635,000

Others Institutions Holding DFAC

# of Institutions

876

Shares Held

710M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

53.4M
Shares

$1.75 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.56 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.3M
Shares

$1.23 Billion
24.81% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.22 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$579 Million
0.29% of portfolio

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Francis Financial, Inc. Dimensional ETF Tr U S Core Eq Transaction History