Horizon Financial Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Horizon Financial Services, LLC
- $172 Million
- Q4 2024
A detailed history of Horizon Financial Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Horizon Financial Services, LLC holds 9,292 shares of DFAC stock, worth $335,719. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,292
Previous 9,292
-0.0%
Holding current value
$335,719
Previous $318,000
0.94%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,052Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$656 Million0.26% of portfolio