Keener Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Keener Financial Planning LLC
- $145 Million
- Q1 2024
A detailed history of Keener Financial Planning LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Keener Financial Planning LLC holds 62,582 shares of DFAC stock, worth $2.02 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
62,582
Previous 62,582
-0.0%
Holding current value
$2.02 Million
Previous $1.83 Million
9.35%
% of portfolio
1.38%
Previous 1.41%
Shares
1 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