N.E.W. Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 624,154 shares of DFAC stock, worth $20.3 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
624,154
Previous 621,083
0.49%
Holding current value
$20.3 Million
Previous $18.2 Million
9.84%
% of portfolio
2.22%
Previous 2.21%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio