Lauterbach Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Lauterbach Financial Advisors, LLC
- $145 Million
- Q1 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 1,300,767 shares of DFAC stock, worth $42.8 Million. This represents 28.65% of its overall portfolio holdings.
Number of Shares
1,300,767
Previous 1,335,745
2.62%
Holding current value
$42.8 Million
Previous $39 Million
6.44%
% of portfolio
28.65%
Previous 28.6%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
683MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.7 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$572 Million0.3% of portfolio