Highland Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
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 $501,740. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,254
Previous 14,254
-0.0%
Holding current value
$501,740
Previous $460,000
6.3%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
918Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.99 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.76 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$625 Million0.28% of portfolio