Kpp Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History
Kpp Advisory Services LLC
- $417 Billion
- Q3 2024
A detailed history of Kpp Advisory Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kpp Advisory Services LLC holds 20,139 shares of DFAC stock, worth $723,594. This represents 0.17% of its overall portfolio holdings.
Number of Shares
20,139
Previous 20,509
1.8%
Holding current value
$723,594
Previous $661 Million
4.44%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
912Shares Held
735MCall Options Held
0Put 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