Highland Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Highland Financial Advisors, LLC
- $277 Million
- Q1 2025
A detailed history of Highland Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 14,254 shares of DFAC stock, worth $459,976. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,254
Previous 14,254
-0.0%
Holding current value
$459,976
Previous $493,000
5.27%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,083Shares Held
802MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$560 Million0.23% of portfolio