Global Retirement Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Global Retirement Partners, LLC holds 216,949 shares of DFAC stock, worth $7.66 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
216,949
Previous 203,675
6.52%
Holding current value
$7.66 Million
Previous $6.57 Million
13.3%
% of portfolio
0.23%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$627 Million0.28% of portfolio