Mc Broom & Associates, LLC Dimensional ETF Tr U S Core Eq Transaction History
Mc Broom & Associates, LLC
- $170 Million
- Q4 2024
A detailed history of Mc Broom & Associates, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mc Broom & Associates, LLC holds 9,403 shares of DFAC stock, worth $335,405. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,403
Previous 9,403
-0.0%
Holding current value
$335,405
Previous $322,000
0.93%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio