Hbk Sorce Advisory LLC Dimensional ETF Tr U S Core Eq Transaction History

Hbk Sorce Advisory LLC

$2.56 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$22.49 - $25.81 $562,250 - $645,250	25,000 Added 100.0%	50,000 $59,000
Q3 2022 Nov 14, 2022	BUY	$22.24 - $26.54 $556,000 - $663,500	25,000 New	25,000 $28,000

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

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