Magnolia Capital Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Magnolia Capital Advisors LLC
- $192 Million
- Q4 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 27,302 shares of DFAC stock, worth $961,030. This represents 0.49% of its overall portfolio holdings.
Number of Shares
27,302
Previous 29,107
6.2%
Holding current value
$961,030
Previous $998,000
5.41%
% of portfolio
0.49%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio