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.
- $433 Million
- Q3 2024
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 7,785 shares of DFAC stock, worth $275,511. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,785
Previous 7,803
0.23%
Holding current value
$275,511
Previous $251,000
5.98%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio