Global Retirement Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 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 225,853 shares of DFAC stock, worth $8.31 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
225,853
Previous 216,949
4.1%
Holding current value
$8.31 Million
Previous $7.44 Million
5.04%
% of portfolio
0.23%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
822MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.92 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$638 Million0.23% of portfolio