Life Pro Asset Management Dimensional ETF Tr U S Core Eq Transaction History
Life Pro Asset Management
- $132 Million
- Q3 2024
A detailed history of Life Pro Asset Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Life Pro Asset Management holds 94,276 shares of DFAC stock, worth $2.91 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
94,276
Previous 102,705
8.21%
Holding current value
$2.91 Million
Previous $3.31 Million
2.39%
% of portfolio
2.45%
Previous 2.64%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.43 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$561 Million0.26% of portfolio