Global Financial Private Client, LLC Dimensional ETF Tr U S Core Eq Transaction History
Global Financial Private Client, LLC
- $257 Billion
- Q3 2024
A detailed history of Global Financial Private Client, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Global Financial Private Client, LLC holds 130 shares of DFAC stock, worth $4,725. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 105
23.81%
Holding current value
$4,725
Previous $3.39 Million
31.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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$1.82 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$645 Million0.28% of portfolio