Klaas Financial Asset Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Klaas Financial Asset Advisors, LLC
- $565 Million
- Q4 2024
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 7,965 shares of DFAC stock, worth $286,421. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,965
Previous 8,365
4.78%
Holding current value
$286,421
Previous $286,000
3.85%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
965Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 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$638 Million0.28% of portfolio