Marotta Asset Management Dimensional ETF Tr U S Core Eq Transaction History
Marotta Asset Management
- $508 Million
- Q3 2024
A detailed history of Marotta Asset Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Marotta Asset Management holds 10,179 shares of DFAC stock, worth $351,786. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,179
Previous 10,179
-0.0%
Holding current value
$351,786
Previous $328,000
6.4%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.96 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.73 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$613 Million0.28% of portfolio