J.W. Cole Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 28,199 shares of DFAC stock, worth $977,095. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,199
Previous 41,454
31.98%
Holding current value
$977,095
Previous $1.43 Million
35.15%
% of portfolio
0.03%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio