Mogy Joel R Investment Counsel Inc Dimensional ETF Tr U S Core Eq Transaction History
Mogy Joel R Investment Counsel Inc
- $1.63 Billion
- Q3 2024
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 $266,122. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,380
Previous 7,380
-0.0%
Holding current value
$266,122
Previous $237,000
6.75%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio