New Potomac Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
New Potomac Partners, LLC
- $192 Million
- Q3 2024
A detailed history of New Potomac Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, New Potomac Partners, LLC holds 7,780 shares of DFAC stock, worth $299,218. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,780
Previous 7,780
-0.0%
Holding current value
$299,218
Previous $250,000
6.4%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,147Shares Held
839MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio