Keener Financial Planning LLC Dimensional ETF Tr U S Core Eq Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 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 $2.24 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
62,582
Previous 24,530
155.12%
Holding current value
$2.24 Million
Previous $841,000
157.31%
% of portfolio
1.28%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
984Shares Held
761MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio