M Holdings Securities, Inc. Dimensional ETF Tr U S Core Eq Transaction History
M Holdings Securities, Inc.
- $595 Million
- Q1 2024
A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, M Holdings Securities, Inc. holds 17,941 shares of DFAC stock, worth $596,358. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,941
Previous 2,266,865
99.21%
Holding current value
$596,358
Previous $66.3 Million
99.14%
% of portfolio
0.1%
Previous 7.49%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.72 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.5 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.31 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$579 Million0.3% of portfolio