Nicolet Advisory Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Nicolet Advisory Services, LLC
- $1.04 Billion
- Q1 2025
A detailed history of Nicolet Advisory Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 115,173 shares of DFAC stock, worth $3.99 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
115,173
Previous 118,009
2.4%
Holding current value
$3.99 Million
Previous $4.08 Million
6.96%
% of portfolio
0.36%
Previous 0.38%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio