Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 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 138,684 shares of DFAC stock, worth $4.85 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
138,684
Previous 137,801
0.64%
Holding current value
$4.85 Million
Previous $4.73 Million
1.54%
% of portfolio
0.07%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio