Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 137,801 shares of DFAC stock, worth $5.01 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
137,801
Previous 144,040
4.33%
Holding current value
$5.01 Million
Previous $4.64 Million
1.77%
% of portfolio
0.05%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio