Gem Asset Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Gem Asset Management, LLC
- $149 Billion
- Q1 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Gem Asset Management, LLC holds 99,867 shares of DFAC stock, worth $3.3 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
99,867
Previous 98,843
1.04%
Holding current value
$3.3 Million
Previous $2.89 Billion
4.53%
% of portfolio
2.03%
Previous 2.01%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio