Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr U S Core Eq Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 940,232 shares of DFAC stock, worth $36.5 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
940,232
Previous 932,209
0.86%
Holding current value
$36.5 Million
Previous $30.6 Million
10.21%
% of portfolio
6.82%
Previous 6.49%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio