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.
- $471 Million
- Q1 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 932,209 shares of DFAC stock, worth $29.3 Million. This represents 6.49% of its overall portfolio holdings.
Number of Shares
932,209
Previous 8,412
10981.89%
Holding current value
$29.3 Million
Previous $291,000
10407.22%
% of portfolio
6.49%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.8 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$570 Million0.26% of portfolio