Nbc Securities, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Nbc Securities, Inc.

$1.19 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$24.91 - $29.38 $24 - $29	-1 Reduced 0.23%	440 $12,000
Q3 2023 Nov 03, 2023	BUY	$26.05 - $28.22 $11,488 - $12,445	441 New	441 $11,000

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nbc Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nbc Securities, Inc. with notifications on news.