Horizon Financial Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Horizon Financial Services, LLC
- $151 Million
- Q1 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 $299,574. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,292
Previous 9,292
-0.0%
Holding current value
$299,574
Previous $271,000
9.23%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio