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 $272,144. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,780
Previous 7,780
-0.0%
Holding current value
$272,144
Previous $250,000
6.4%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$635 Million0.26% of portfolio