Mogy Joel R Investment Counsel Inc Dimensional ETF Tr U S Core Eq Transaction History
Mogy Joel R Investment Counsel Inc
- $1.54 Billion
- Q1 2025
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 7,380 shares of DFAC stock, worth $255,717. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,380
Previous 7,380
-0.0%
Holding current value
$255,717
Previous $255,000
4.71%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio