N.E.W. Advisory Services LLC Dimensional ETF Tr U S Core Eq Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 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 618,349 shares of DFAC stock, worth $20.9 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
618,349
Previous 618,905
0.09%
Holding current value
$20.9 Million
Previous $21.2 Million
0.81%
% of portfolio
2.07%
Previous 2.1%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.93 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$612 Million0.26% of portfolio