Lane & Associates LLC Dimensional ETF Tr U S Core Eq Transaction History
Lane & Associates LLC
- $184 Million
- Q1 2025
A detailed history of Lane & Associates LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lane & Associates LLC holds 35,848 shares of DFAC stock, worth $1.32 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
35,848
Previous 33,402
7.32%
Holding current value
$1.32 Million
Previous $1.16 Million
2.34%
% of portfolio
0.64%
Previous 0.62%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio