New Capital Management LP Dimensional ETF Tr U S Core Eq Transaction History
New Capital Management LP
- $299 Million
- Q2 2024
A detailed history of New Capital Management LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, New Capital Management LP holds 2,795,126 shares of DFAC stock, worth $91.7 Million. This represents 30.13% of its overall portfolio holdings.
Number of Shares
2,795,126
Previous 2,787,990
0.26%
Holding current value
$91.7 Million
Previous $89.1 Million
1.17%
% of portfolio
30.13%
Previous 28.89%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio