Kg&L Capital Management,Llc Dimensional ETF Tr U S Core Eq Transaction History
Kg&L Capital Management,Llc
- $305 Million
- Q3 2024
A detailed history of Kg&L Capital Management,Llc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kg&L Capital Management,Llc holds 300,000 shares of DFAC stock, worth $10.2 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
300,000
Previous 355,575
15.63%
Holding current value
$10.2 Million
Previous $11.5 Million
10.26%
% of portfolio
3.37%
Previous 4.01%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio