Naples Global Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Naples Global Advisors, LLC
- $1.02 Billion
- Q1 2025
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Naples Global Advisors, LLC holds 6,666 shares of DFAC stock, worth $229,643. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,666
Previous 6,666
-0.0%
Holding current value
$229,643
Previous $230,000
5.22%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
811MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.85 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.8 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.3 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$598 Million0.23% of portfolio