Obermeyer Wood Investment Counsel, Lllp Dimensional ETF Tr U S Core Eq Transaction History
Obermeyer Wood Investment Counsel, Lllp
- $1.84 Billion
- Q3 2024
A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 48,608 shares of DFAC stock, worth $1.69 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
48,608
Previous 28,415
71.06%
Holding current value
$1.69 Million
Previous $916,000
81.88%
% of portfolio
0.09%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio